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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 | $167,353-68.6% | $143,797-63.5% | $134,545-61.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.22% | 0.48%-18.7pp | -0.04%-18.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $2,409 | $5,620-57.1% | $4,952-51.4% | $4,742-49.2% |
| Participant deferral / active EE | $3,848 | $6,447-40.3% | $5,638-31.7% | $6,401-39.9% |
| Admin fee / account holder | $10,684 | $18,096-41.0% | $14,679-27.2% | $11,431-6.5% |