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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 | $38,668 | $167,362-76.9% | $143,799-73.1% | $134,532-71.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.50% | 0.47%-20.0pp | -0.04%-19.5pp | 418.27%-437.8pp |
| Employer contribution / active EE | $1,600 | $5,620-71.5% | $4,952-67.7% | $4,741-66.3% |
| Participant deferral / active EE | $4,874 | $6,447-24.4% | $5,638-13.6% | $6,401-23.9% |
| Admin fee / account holder | $753 | $18,094-95.8% | $14,677-94.9% | $11,429-93.4% |