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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 | $33,645 | $167,353-79.9% | $143,797-76.6% | $134,545-75.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.31% | 0.48%-14.8pp | -0.04%-14.3pp | 418.37%-432.7pp |
| Employer contribution / active EE | $3,518 | $5,620-37.4% | $4,952-29.0% | $4,742-25.8% |
| Participant deferral / active EE | $4,597 | $6,447-28.7% | $5,638-18.5% | $6,401-28.2% |
| Admin fee / account holder | $24,342 | $18,096+34.5% | $14,679+65.8% | $11,431+112.9% |