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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 | $39,840 | $167,362-76.2% | $143,799-72.3% | $134,532-70.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.84% | 0.47%-18.3pp | -0.04%-17.8pp | 418.27%-436.1pp |
| Employer contribution / active EE | $3,097 | $5,620-44.9% | $4,952-37.5% | $4,741-34.7% |
| Participant deferral / active EE | $5,933 | $6,447-8.0% | $5,638+5.2% | $6,401-7.3% |
| Admin fee / account holder | $29,644 | $18,094+63.8% | $14,677+102.0% | $11,429+159.4% |