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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 | $64,232 | $167,353-61.6% | $143,797-55.3% | $134,545-52.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.41% | 0.48%-16.9pp | -0.04%-16.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $1,749 | $5,620-68.9% | $4,952-64.7% | $4,742-63.1% |
| Participant deferral / active EE | $6,003 | $6,447-6.9% | $5,638+6.5% | $6,401-6.2% |
| Admin fee / account holder | $7,153 | $18,096-60.5% | $14,679-51.3% | $11,431-37.4% |