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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 | $23,276 | $167,353-86.1% | $143,797-83.8% | $134,545-82.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.42% | 0.48%-17.9pp | -0.04%-17.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $1,493 | $5,620-73.4% | $4,952-69.9% | $4,742-68.5% |
| Participant deferral / active EE | $2,869 | $6,447-55.5% | $5,638-49.1% | $6,401-55.2% |
| Admin fee / account holder | $504 | $18,096-97.2% | $14,679-96.6% | $11,431-95.6% |