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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 | $60,830 | $167,353-63.7% | $143,797-57.7% | $134,545-54.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.81% | 0.48%-5.3pp | -0.04%-4.8pp | 418.37%-423.2pp |
| Employer contribution / active EE | $4,594 | $5,620-18.3% | $4,952-7.2% | $4,742-3.1% |
| Participant deferral / active EE | $5,327 | $6,447-17.4% | $5,638-5.5% | $6,401-16.8% |
| Admin fee / account holder | $61,733 | $18,096+241.1% | $14,679+320.5% | $11,431+440.1% |