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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 | $57,799 | $167,352-65.5% | $143,788-59.8% | $134,509-57.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.28% | 0.47%-14.8pp | -0.03%-14.3pp | 418.13%-432.4pp |
| Employer contribution / active EE | $3,386 | $5,620-39.8% | $4,952-31.6% | $4,741-28.6% |
| Participant deferral / active EE | $5,324 | $6,447-17.4% | $5,638-5.6% | $6,400-16.8% |
| Admin fee / account holder | $5,744 | $18,091-68.3% | $14,675-60.9% | $11,427-49.7% |