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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 | $86,803 | $167,362-48.1% | $143,799-39.6% | $134,532-35.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.93% | 0.47%-17.4pp | -0.04%-16.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $2,240 | $5,620-60.1% | $4,952-54.8% | $4,741-52.7% |
| Participant deferral / active EE | $5,867 | $6,447-9.0% | $5,638+4.1% | $6,401-8.3% |
| Admin fee / account holder | $751 | $18,094-95.8% | $14,677-94.9% | $11,429-93.4% |