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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 | $167,323-71.0% | $143,770-66.3% | $134,493-63.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.03% | 0.47%-11.5pp | -0.04%-11.0pp | 418.01%-429.0pp |
| Employer contribution / active EE | $2,321 | $5,619-58.7% | $4,951-53.1% | $4,740-51.0% |
| Participant deferral / active EE | $4,734 | $6,446-26.6% | $5,638-16.0% | $6,400-26.0% |
| Admin fee / account holder | $1,011 | $18,088-94.4% | $14,673-93.1% | $11,425-91.1% |