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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 | $59,071 | $167,353-64.7% | $143,797-58.9% | $134,545-56.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.48% | 0.48%-17.0pp | -0.04%-16.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $2,060 | $5,620-63.4% | $4,952-58.4% | $4,742-56.6% |
| Participant deferral / active EE | $9,758 | $6,447+51.4% | $5,638+73.1% | $6,401+52.4% |
| Admin fee / account holder | $653 | $18,096-96.4% | $14,679-95.5% | $11,431-94.3% |