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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 | $104,849 | $167,352-37.3% | $143,788-27.1% | $134,509-22.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.56% | 0.47%-12.0pp | -0.03%-11.5pp | 418.13%-429.7pp |
| Employer contribution / active EE | $2,157 | $5,620-61.6% | $4,952-56.4% | $4,741-54.5% |
| Participant deferral / active EE | $4,522 | $6,447-29.9% | $5,638-19.8% | $6,400-29.3% |
| Admin fee / account holder | $998 | $18,091-94.5% | $14,675-93.2% | $11,427-91.3% |