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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 | $37,805 | $167,362-77.4% | $143,799-73.7% | $134,532-71.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.48% | 0.47%-13.9pp | -0.04%-13.4pp | 418.27%-431.7pp |
| Employer contribution / active EE | $2,735 | $5,620-51.3% | $4,952-44.8% | $4,741-42.3% |
| Participant deferral / active EE | $2,735 | $6,447-57.6% | $5,638-51.5% | $6,401-57.3% |
| Admin fee / account holder | $3,120 | $18,094-82.8% | $14,677-78.7% | $11,429-72.7% |