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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 | $42,608 | $167,362-74.5% | $143,799-70.4% | $134,532-68.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.04% | 0.47%-19.5pp | -0.04%-19.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $3,090 | $5,620-45.0% | $4,952-37.6% | $4,741-34.8% |
| Participant deferral / active EE | $8,739 | $6,447+35.5% | $5,638+55.0% | $6,401+36.5% |
| Admin fee / account holder | $8,910 | $18,094-50.8% | $14,677-39.3% | $11,429-22.0% |