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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 | $52,472 | $167,323-68.6% | $143,770-63.5% | $134,493-61.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.22% | 0.47%-18.7pp | -0.04%-18.2pp | 418.01%-436.2pp |
| Employer contribution / active EE | $2,409 | $5,619-57.1% | $4,951-51.4% | $4,740-49.2% |
| Participant deferral / active EE | $3,848 | $6,446-40.3% | $5,638-31.7% | $6,400-39.9% |
| Admin fee / account holder | $10,684 | $18,088-40.9% | $14,673-27.2% | $11,425-6.5% |