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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 | $46,441 | $167,362-72.3% | $143,799-67.7% | $134,532-65.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.06% | 0.47%-15.5pp | -0.04%-15.0pp | 418.27%-433.3pp |
| Employer contribution / active EE | $2,219 | $5,620-60.5% | $4,952-55.2% | $4,741-53.2% |
| Participant deferral / active EE | $5,086 | $6,447-21.1% | $5,638-9.8% | $6,401-20.5% |
| Admin fee / account holder | $2,948 | $18,094-83.7% | $14,677-79.9% | $11,429-74.2% |