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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 | $22,104 | $167,362-86.8% | $143,799-84.6% | $134,532-83.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.97% | 0.47%-18.4pp | -0.04%-17.9pp | 418.27%-436.2pp |
| Employer contribution / active EE | $3,014 | $5,620-46.4% | $4,952-39.1% | $4,741-36.4% |
| Participant deferral / active EE | $2,235 | $6,447-65.3% | $5,638-60.4% | $6,401-65.1% |
| Admin fee / account holder | $970 | $18,094-94.6% | $14,677-93.4% | $11,429-91.5% |