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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 | $56,998 | $167,362-65.9% | $143,799-60.4% | $134,532-57.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.20% | 0.47%-14.7pp | -0.04%-14.2pp | 418.27%-432.5pp |
| Employer contribution / active EE | $3,627 | $5,620-35.5% | $4,952-26.8% | $4,741-23.5% |
| Participant deferral / active EE | $11,726 | $6,447+81.9% | $5,638+108.0% | $6,401+83.2% |
| Admin fee / account holder | $9,650 | $18,094-46.7% | $14,677-34.3% | $11,429-15.6% |