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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 | $70,081 | $167,353-58.1% | $143,797-51.3% | $134,545-47.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.41% | 0.48%-16.9pp | -0.04%-16.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $2,540 | $5,620-54.8% | $4,952-48.7% | $4,742-46.4% |
| Participant deferral / active EE | $7,419 | $6,447+15.1% | $5,638+31.6% | $6,401+15.9% |
| Admin fee / account holder | $776 | $18,096-95.7% | $14,679-94.7% | $11,431-93.2% |