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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 | $44,805 | $167,362-73.2% | $143,799-68.8% | $134,532-66.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.42% | 0.47%-17.9pp | -0.04%-17.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,914 | $5,620-65.9% | $4,952-61.3% | $4,741-59.6% |
| Participant deferral / active EE | $4,683 | $6,447-27.4% | $5,638-16.9% | $6,401-26.8% |
| Admin fee / account holder | $878 | $18,094-95.2% | $14,677-94.0% | $11,429-92.3% |