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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 | $52,012 | $167,353-68.9% | $143,797-63.8% | $134,545-61.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.85% | 0.48%-17.3pp | -0.04%-16.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $1,968 | $5,620-65.0% | $4,952-60.3% | $4,742-58.5% |
| Participant deferral / active EE | $4,462 | $6,447-30.8% | $5,638-20.9% | $6,401-30.3% |
| Admin fee / account holder | $3,719 | $18,096-79.4% | $14,679-74.7% | $11,431-67.5% |