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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 | $28,555 | $167,362-82.9% | $143,799-80.1% | $134,532-78.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.06% | 0.47%-19.5pp | -0.04%-19.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $2,843 | $5,620-49.4% | $4,952-42.6% | $4,741-40.0% |
| Participant deferral / active EE | $6,877 | $6,447+6.7% | $5,638+22.0% | $6,401+7.4% |
| Admin fee / account holder | $1,031 | $18,094-94.3% | $14,677-93.0% | $11,429-91.0% |