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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 | $47,030 | $167,362-71.9% | $143,799-67.3% | $134,532-65.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.30% | 0.47%-14.8pp | -0.04%-14.3pp | 418.27%-432.6pp |
| Employer contribution / active EE | $4,348 | $5,620-22.6% | $4,952-12.2% | $4,741-8.3% |
| Participant deferral / active EE | $4,998 | $6,447-22.5% | $5,638-11.4% | $6,401-21.9% |
| Admin fee / account holder | $305 | $18,094-98.3% | $14,677-97.9% | $11,429-97.3% |