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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 | $25,499 | $167,362-84.8% | $143,799-82.3% | $134,532-81.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.19% | 0.47%-8.7pp | -0.04%-8.1pp | 418.27%-426.5pp |
| Employer contribution / active EE | $2,114 | $5,620-62.4% | $4,952-57.3% | $4,741-55.4% |
| Participant deferral / active EE | $3,091 | $6,447-52.1% | $5,638-45.2% | $6,401-51.7% |
| Admin fee / account holder | $605 | $18,094-96.7% | $14,677-95.9% | $11,429-94.7% |