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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 | $64,168 | $167,362-61.7% | $143,799-55.4% | $134,532-52.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.87% | 0.47%-16.3pp | -0.04%-15.8pp | 418.27%-434.1pp |
| Employer contribution / active EE | $2,434 | $5,620-56.7% | $4,952-50.9% | $4,741-48.7% |
| Participant deferral / active EE | $8,194 | $6,447+27.1% | $5,638+45.3% | $6,401+28.0% |
| Admin fee / account holder | $536 | $18,094-97.0% | $14,677-96.3% | $11,429-95.3% |