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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 | $53,056 | $167,353-68.3% | $143,797-63.1% | $134,545-60.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.29% | 0.48%-16.8pp | -0.04%-16.2pp | 418.37%-434.7pp |
| Employer contribution / active EE | $1,798 | $5,620-68.0% | $4,952-63.7% | $4,742-62.1% |
| Participant deferral / active EE | $3,076 | $6,447-52.3% | $5,638-45.4% | $6,401-51.9% |
| Admin fee / account holder | $1,237 | $18,096-93.2% | $14,679-91.6% | $11,431-89.2% |