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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,939 | $167,353-59.4% | $143,797-52.8% | $134,545-49.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.27% | 0.48%-16.8pp | -0.04%-16.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $4,727 | $5,620-15.9% | $4,952-4.5% | $4,742-0.3% |
| Participant deferral / active EE | $9,693 | $6,447+50.3% | $5,638+71.9% | $6,401+51.4% |
| Admin fee / account holder | $1,027 | $18,096-94.3% | $14,679-93.0% | $11,431-91.0% |