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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 | $58,614 | $167,362-65.0% | $143,799-59.2% | $134,532-56.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.07% | 0.47%-14.5pp | -0.04%-14.0pp | 418.27%-432.3pp |
| Employer contribution / active EE | $2,408 | $5,620-57.2% | $4,952-51.4% | $4,741-49.2% |
| Participant deferral / active EE | $6,656 | $6,447+3.2% | $5,638+18.1% | $6,401+4.0% |
| Admin fee / account holder | $11,086 | $18,094-38.7% | $14,677-24.5% | $11,429-3.0% |