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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 | $72,350 | $167,352-56.8% | $143,788-49.7% | $134,509-46.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.84% | 0.47%-13.3pp | -0.03%-12.8pp | 418.13%-431.0pp |
| Employer contribution / active EE | $2,414 | $5,620-57.1% | $4,952-51.3% | $4,741-49.1% |
| Participant deferral / active EE | $4,842 | $6,447-24.9% | $5,638-14.1% | $6,400-24.4% |
| Admin fee / account holder | $9,655 | $18,091-46.6% | $14,675-34.2% | $11,427-15.5% |