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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 | $49,746 | $167,352-70.3% | $143,788-65.4% | $134,509-63.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.81% | 0.47%-13.3pp | -0.03%-12.8pp | 418.13%-430.9pp |
| Employer contribution / active EE | $1,952 | $5,620-65.3% | $4,952-60.6% | $4,741-58.8% |
| Participant deferral / active EE | $2,411 | $6,447-62.6% | $5,638-57.2% | $6,400-62.3% |
| Admin fee / account holder | $717 | $18,091-96.0% | $14,675-95.1% | $11,427-93.7% |