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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 | $34,088 | $167,352-79.6% | $143,788-76.3% | $134,509-74.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.28% | 0.47%-16.7pp | -0.03%-16.2pp | 418.13%-434.4pp |
| Employer contribution / active EE | $1,854 | $5,620-67.0% | $4,952-62.6% | $4,741-60.9% |
| Participant deferral / active EE | $3,088 | $6,447-52.1% | $5,638-45.2% | $6,400-51.7% |
| Admin fee / account holder | $1,291 | $18,091-92.9% | $14,675-91.2% | $11,427-88.7% |