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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 | $59,598 | $167,353-64.4% | $143,797-58.6% | $134,545-55.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.29% | 0.48%-16.8pp | -0.04%-16.2pp | 418.37%-434.7pp |
| Employer contribution / active EE | $4,533 | $5,620-19.4% | $4,952-8.5% | $4,742-4.4% |
| Participant deferral / active EE | $5,072 | $6,447-21.3% | $5,638-10.0% | $6,401-20.8% |
| Admin fee / account holder | $443 | $18,096-97.6% | $14,679-97.0% | $11,431-96.1% |