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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 | $30,939 | $167,362-81.5% | $143,799-78.5% | $134,532-77.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.39% | 0.47%-16.9pp | -0.04%-16.3pp | 418.27%-434.7pp |
| Employer contribution / active EE | $4,015 | $5,620-28.6% | $4,952-18.9% | $4,741-15.3% |
| Participant deferral / active EE | $6,650 | $6,447+3.1% | $5,638+17.9% | $6,401+3.9% |
| Admin fee / account holder | $8,877 | $18,094-50.9% | $14,677-39.5% | $11,429-22.3% |