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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 | $61,465 | $167,353-63.3% | $143,797-57.3% | $134,545-54.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.72% | 0.48%-18.2pp | -0.04%-17.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $2,027 | $5,620-63.9% | $4,952-59.1% | $4,742-57.2% |
| Participant deferral / active EE | $4,675 | $6,447-27.5% | $5,638-17.1% | $6,401-27.0% |
| Admin fee / account holder | $568 | $18,096-96.9% | $14,679-96.1% | $11,431-95.0% |