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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 | $47,402 | $167,362-71.7% | $143,799-67.0% | $134,532-64.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -13.29% | 0.47%-13.8pp | -0.04%-13.2pp | 418.27%-431.6pp |
| Employer contribution / active EE | $3,022 | $5,620-46.2% | $4,952-39.0% | $4,741-36.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,239 | $18,094-65.5% | $14,677-57.5% | $11,429-45.4% |