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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 | $66,281 | $167,352-60.4% | $143,788-53.9% | $134,509-50.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.06% | 0.47%-14.5pp | -0.03%-14.0pp | 418.13%-432.2pp |
| Employer contribution / active EE | $4,580 | $5,620-18.5% | $4,952-7.5% | $4,741-3.4% |
| Participant deferral / active EE | $4,234 | $6,447-34.3% | $5,638-24.9% | $6,400-33.8% |
| Admin fee / account holder | $397 | $18,091-97.8% | $14,675-97.3% | $11,427-96.5% |