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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 | $89,821 | $167,353-46.3% | $143,797-37.5% | $134,545-33.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.60% | 0.48%-18.1pp | -0.04%-17.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $1,903 | $5,620-66.1% | $4,952-61.6% | $4,742-59.9% |
| Participant deferral / active EE | $6,825 | $6,447+5.9% | $5,638+21.0% | $6,401+6.6% |
| Admin fee / account holder | $4,977 | $18,096-72.5% | $14,679-66.1% | $11,431-56.5% |