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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 | $41,756 | $167,362-75.1% | $143,799-71.0% | $134,532-69.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.79% | 0.47%-13.3pp | -0.04%-12.7pp | 418.27%-431.1pp |
| Employer contribution / active EE | $2,132 | $5,620-62.1% | $4,952-56.9% | $4,741-55.0% |
| Participant deferral / active EE | $4,440 | $6,447-31.1% | $5,638-21.3% | $6,401-30.6% |
| Admin fee / account holder | $5,149 | $18,094-71.5% | $14,677-64.9% | $11,429-54.9% |