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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 | $68,964 | $167,362-58.8% | $143,799-52.0% | $134,532-48.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.51% | 0.47%-15.0pp | -0.04%-14.5pp | 418.27%-432.8pp |
| Employer contribution / active EE | $2,037 | $5,620-63.8% | $4,952-58.9% | $4,741-57.0% |
| Participant deferral / active EE | $7,300 | $6,447+13.2% | $5,638+29.5% | $6,401+14.0% |
| Admin fee / account holder | $1,096 | $18,094-93.9% | $14,677-92.5% | $11,429-90.4% |