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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 | $100,909 | $167,352-39.7% | $143,788-29.8% | $134,509-25.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.69% | 0.47%-15.2pp | -0.03%-14.7pp | 418.13%-432.8pp |
| Employer contribution / active EE | $1,521 | $5,620-72.9% | $4,952-69.3% | $4,741-67.9% |
| Participant deferral / active EE | $4,191 | $6,447-35.0% | $5,638-25.7% | $6,400-34.5% |
| Admin fee / account holder | $1,079 | $18,091-94.0% | $14,675-92.6% | $11,427-90.6% |