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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 | $72,886 | $167,353-56.4% | $143,797-49.3% | $134,545-45.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.21% | 0.48%-16.7pp | -0.04%-16.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $1,560 | $5,620-72.2% | $4,952-68.5% | $4,742-67.1% |
| Participant deferral / active EE | $4,420 | $6,447-31.4% | $5,638-21.6% | $6,401-31.0% |
| Admin fee / account holder | $1,272 | $18,096-93.0% | $14,679-91.3% | $11,431-88.9% |