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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 | $43,121 | $167,362-74.2% | $143,799-70.0% | $134,532-67.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.72% | 0.47%-20.2pp | -0.04%-19.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $2,179 | $5,620-61.2% | $4,952-56.0% | $4,741-54.0% |
| Participant deferral / active EE | $3,413 | $6,447-47.1% | $5,638-39.5% | $6,401-46.7% |
| Admin fee / account holder | $2,223 | $18,094-87.7% | $14,677-84.9% | $11,429-80.5% |