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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 | $55,747 | $167,353-66.7% | $143,797-61.2% | $134,545-58.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.69% | 0.48%-18.2pp | -0.04%-17.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $1,870 | $5,620-66.7% | $4,952-62.2% | $4,742-60.6% |
| Participant deferral / active EE | $3,918 | $6,447-39.2% | $5,638-30.5% | $6,401-38.8% |
| Admin fee / account holder | $11,989 | $18,096-33.7% | $14,679-18.3% | $11,431+4.9% |