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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 | $82,852 | $167,353-50.5% | $143,797-42.4% | $134,545-38.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.16% | 0.48%-16.6pp | -0.04%-16.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $2,202 | $5,620-60.8% | $4,952-55.5% | $4,742-53.6% |
| Participant deferral / active EE | $2,202 | $6,447-65.8% | $5,638-60.9% | $6,401-65.6% |
| Admin fee / account holder | $2,411 | $18,096-86.7% | $14,679-83.6% | $11,431-78.9% |