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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 | $83,955 | $167,353-49.8% | $143,797-41.6% | $134,545-37.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.98% | 0.48%-15.5pp | -0.04%-14.9pp | 418.37%-433.3pp |
| Employer contribution / active EE | $1,998 | $5,620-64.4% | $4,952-59.6% | $4,742-57.9% |
| Participant deferral / active EE | $7,805 | $6,447+21.1% | $5,638+38.4% | $6,401+21.9% |
| Admin fee / account holder | $30,425 | $18,096+68.1% | $14,679+107.3% | $11,431+166.2% |