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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 | $22,114 | $167,353-86.8% | $143,797-84.6% | $134,545-83.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.66% | 0.48%-19.1pp | -0.04%-18.6pp | 418.37%-437.0pp |
| Employer contribution / active EE | $2,448 | $5,620-56.5% | $4,952-50.6% | $4,742-48.4% |
| Participant deferral / active EE | $5,227 | $6,447-18.9% | $5,638-7.3% | $6,401-18.4% |
| Admin fee / account holder | $3,309 | $18,096-81.7% | $14,679-77.5% | $11,431-71.1% |