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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 | $52,206 | $167,362-68.8% | $143,799-63.7% | $134,532-61.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.47% | 0.47%-10.9pp | -0.04%-10.4pp | 418.27%-428.7pp |
| Employer contribution / active EE | $3,116 | $5,620-44.6% | $4,952-37.1% | $4,741-34.3% |
| Participant deferral / active EE | $4,578 | $6,447-29.0% | $5,638-18.8% | $6,401-28.5% |
| Admin fee / account holder | $1,091 | $18,094-94.0% | $14,677-92.6% | $11,429-90.5% |