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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 | $56,964 | $167,362-66.0% | $143,799-60.4% | $134,532-57.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.36% | 0.47%-17.8pp | -0.04%-17.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,399 | $5,620-75.1% | $4,952-71.8% | $4,741-70.5% |
| Participant deferral / active EE | $4,594 | $6,447-28.7% | $5,638-18.5% | $6,401-28.2% |
| Admin fee / account holder | $389 | $18,094-97.9% | $14,677-97.4% | $11,429-96.6% |