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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 | $43,849 | $167,353-73.8% | $143,797-69.5% | $134,545-67.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.21% | 0.48%-17.7pp | -0.04%-17.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $3,880 | $5,620-31.0% | $4,952-21.7% | $4,742-18.2% |
| Participant deferral / active EE | $7,438 | $6,447+15.4% | $5,638+31.9% | $6,401+16.2% |
| Admin fee / account holder | $806 | $18,096-95.5% | $14,679-94.5% | $11,431-93.0% |