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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 | $21,351 | $167,362-87.2% | $143,799-85.2% | $134,532-84.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.11% | 0.47%-18.6pp | -0.04%-18.1pp | 418.27%-436.4pp |
| Employer contribution / active EE | $2,073 | $5,620-63.1% | $4,952-58.1% | $4,741-56.3% |
| Participant deferral / active EE | $5,477 | $6,447-15.0% | $5,638-2.9% | $6,401-14.4% |
| Admin fee / account holder | $4,321 | $18,094-76.1% | $14,677-70.6% | $11,429-62.2% |