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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 | $55,165 | $167,352-67.0% | $143,788-61.6% | $134,509-59.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -19.72% | 0.47%-20.2pp | -0.03%-19.7pp | 418.13%-437.9pp |
| Employer contribution / active EE | $2,646 | $5,620-52.9% | $4,952-46.6% | $4,741-44.2% |
| Participant deferral / active EE | $11,574 | $6,447+79.5% | $5,638+105.3% | $6,400+80.8% |
| Admin fee / account holder | $655 | $18,091-96.4% | $14,675-95.5% | $11,427-94.3% |