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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 | $66,781 | $167,353-60.1% | $143,797-53.6% | $134,545-50.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.05% | 0.48%-8.5pp | -0.04%-8.0pp | 418.37%-426.4pp |
| Employer contribution / active EE | $2,370 | $5,620-57.8% | $4,952-52.1% | $4,742-50.0% |
| Participant deferral / active EE | $10,658 | $6,447+65.3% | $5,638+89.0% | $6,401+66.5% |
| Admin fee / account holder | $97,352 | $18,096+438.0% | $14,679+563.2% | $11,431+751.7% |