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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 | $43,280 | $167,353-74.1% | $143,797-69.9% | $134,545-67.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.10% | 0.48%-17.6pp | -0.04%-17.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $4,530 | $5,620-19.4% | $4,952-8.5% | $4,742-4.5% |
| Participant deferral / active EE | $7,934 | $6,447+23.1% | $5,638+40.7% | $6,401+23.9% |
| Admin fee / account holder | $5,993 | $18,096-66.9% | $14,679-59.2% | $11,431-47.6% |