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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 | $48,502 | $167,353-71.0% | $143,797-66.3% | $134,545-64.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.03% | 0.48%-11.5pp | -0.04%-11.0pp | 418.37%-429.4pp |
| Employer contribution / active EE | $2,321 | $5,620-58.7% | $4,952-53.1% | $4,742-51.0% |
| Participant deferral / active EE | $4,734 | $6,447-26.6% | $5,638-16.0% | $6,401-26.0% |
| Admin fee / account holder | $1,011 | $18,096-94.4% | $14,679-93.1% | $11,431-91.2% |