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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 | $54,347 | $167,353-67.5% | $143,797-62.2% | $134,545-59.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.15% | 0.48%-18.6pp | -0.04%-18.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $1,236 | $5,620-78.0% | $4,952-75.0% | $4,742-73.9% |
| Participant deferral / active EE | $5,209 | $6,447-19.2% | $5,638-7.6% | $6,401-18.6% |
| Admin fee / account holder | $852 | $18,096-95.3% | $14,679-94.2% | $11,431-92.5% |