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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 | $41,642 | $167,353-75.1% | $143,797-71.0% | $134,545-69.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.57% | 0.48%-15.1pp | -0.04%-14.5pp | 418.37%-432.9pp |
| Employer contribution / active EE | $5,043 | $5,620-10.3% | $4,952+1.8% | $4,742+6.4% |
| Participant deferral / active EE | $8,735 | $6,447+35.5% | $5,638+54.9% | $6,401+36.5% |
| Admin fee / account holder | $40,293 | $18,096+122.7% | $14,679+174.5% | $11,431+252.5% |