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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 | $19,761 | $167,362-88.2% | $143,799-86.3% | $134,532-85.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.51% | 0.47%-19.0pp | -0.04%-18.5pp | 418.27%-436.8pp |
| Employer contribution / active EE | $3,729 | $5,620-33.6% | $4,952-24.7% | $4,741-21.3% |
| Participant deferral / active EE | $2,888 | $6,447-55.2% | $5,638-48.8% | $6,401-54.9% |
| Admin fee / account holder | $1,424 | $18,094-92.1% | $14,677-90.3% | $11,429-87.5% |