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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 | $36,330 | $167,362-78.3% | $143,799-74.7% | $134,532-73.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.92% | 0.47%-15.4pp | -0.04%-14.9pp | 418.27%-433.2pp |
| Employer contribution / active EE | $4,460 | $5,620-20.6% | $4,952-9.9% | $4,741-5.9% |
| Participant deferral / active EE | $8,654 | $6,447+34.2% | $5,638+53.5% | $6,401+35.2% |
| Admin fee / account holder | $35,219 | $18,094+94.6% | $14,677+140.0% | $11,429+208.2% |