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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 | $39,769 | $167,353-76.2% | $143,797-72.3% | $134,545-70.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.54% | 0.48%-14.0pp | -0.04%-13.5pp | 418.37%-431.9pp |
| Employer contribution / active EE | $1,491 | $5,620-73.5% | $4,952-69.9% | $4,742-68.5% |
| Participant deferral / active EE | $4,611 | $6,447-28.5% | $5,638-18.2% | $6,401-28.0% |
| Admin fee / account holder | $1,078 | $18,096-94.0% | $14,679-92.7% | $11,431-90.6% |