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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 | $56,182 | $167,353-66.4% | $143,797-60.9% | $134,545-58.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.72% | 0.48%-16.2pp | -0.04%-15.7pp | 418.37%-434.1pp |
| Employer contribution / active EE | $2,798 | $5,620-50.2% | $4,952-43.5% | $4,742-41.0% |
| Participant deferral / active EE | $6,982 | $6,447+8.3% | $5,638+23.8% | $6,401+9.1% |
| Admin fee / account holder | $323 | $18,096-98.2% | $14,679-97.8% | $11,431-97.2% |