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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 | $56,826 | $167,362-66.0% | $143,799-60.5% | $134,532-57.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.11% | 0.47%-15.6pp | -0.04%-15.1pp | 418.27%-433.4pp |
| Employer contribution / active EE | $3,786 | $5,620-32.6% | $4,952-23.6% | $4,741-20.2% |
| Participant deferral / active EE | $10,683 | $6,447+65.7% | $5,638+89.5% | $6,401+66.9% |
| Admin fee / account holder | $11,463 | $18,094-36.6% | $14,677-21.9% | $11,429+0.3% |