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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 | $32,016 | $167,352-80.9% | $143,788-77.7% | $134,509-76.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.98% | 0.47%-15.5pp | -0.03%-15.0pp | 418.13%-433.1pp |
| Employer contribution / active EE | $1,209 | $5,620-78.5% | $4,952-75.6% | $4,741-74.5% |
| Participant deferral / active EE | $5,856 | $6,447-9.2% | $5,638+3.9% | $6,400-8.5% |
| Admin fee / account holder | $8,693 | $18,091-51.9% | $14,675-40.8% | $11,427-23.9% |