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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 | $77,912 | $167,362-53.4% | $143,799-45.8% | $134,532-42.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.12% | 0.47%-7.6pp | -0.04%-7.1pp | 418.27%-425.4pp |
| Employer contribution / active EE | $2,042 | $5,620-63.7% | $4,952-58.8% | $4,741-56.9% |
| Participant deferral / active EE | $2,738 | $6,447-57.5% | $5,638-51.4% | $6,401-57.2% |
| Admin fee / account holder | $196,623 | $18,094+986.7% | $14,677+1239.7% | $11,429+1620.5% |