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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 | $74,921 | $167,353-55.2% | $143,797-47.9% | $134,545-44.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.29% | 0.48%-16.8pp | -0.04%-16.2pp | 418.37%-434.7pp |
| Employer contribution / active EE | $1,444 | $5,620-74.3% | $4,952-70.8% | $4,742-69.5% |
| Participant deferral / active EE | $9,737 | $6,447+51.0% | $5,638+72.7% | $6,401+52.1% |
| Admin fee / account holder | $2,211 | $18,096-87.8% | $14,679-84.9% | $11,431-80.7% |