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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 | $91,050 | $167,353-45.6% | $143,797-36.7% | $134,545-32.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.66% | 0.48%-14.1pp | -0.04%-13.6pp | 418.37%-432.0pp |
| Employer contribution / active EE | $2,437 | $5,620-56.6% | $4,952-50.8% | $4,742-48.6% |
| Participant deferral / active EE | $3,305 | $6,447-48.7% | $5,638-41.4% | $6,401-48.4% |
| Admin fee / account holder | $6,370 | $18,096-64.8% | $14,679-56.6% | $11,431-44.3% |