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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 | $23,533 | $167,353-85.9% | $143,797-83.6% | $134,545-82.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.27% | 0.48%-15.8pp | -0.04%-15.2pp | 418.37%-433.6pp |
| Employer contribution / active EE | $1,543 | $5,620-72.5% | $4,952-68.8% | $4,742-67.5% |
| Participant deferral / active EE | $5,636 | $6,447-12.6% | $5,6380% | $6,401-12.0% |
| Admin fee / account holder | $1,656 | $18,096-90.8% | $14,679-88.7% | $11,431-85.5% |