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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 | $69,464 | $167,362-58.5% | $143,799-51.7% | $134,532-48.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.54% | 0.47%-15.0pp | -0.04%-14.5pp | 418.27%-432.8pp |
| Employer contribution / active EE | $4,231 | $5,620-24.7% | $4,952-14.6% | $4,741-10.8% |
| Participant deferral / active EE | $4,656 | $6,447-27.8% | $5,638-17.4% | $6,401-27.3% |
| Admin fee / account holder | $5,383 | $18,094-70.3% | $14,677-63.3% | $11,429-52.9% |