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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 | $46,973 | $167,353-71.9% | $143,797-67.3% | $134,545-65.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.68% | 0.48%-20.2pp | -0.04%-19.6pp | 418.37%-438.0pp |
| Employer contribution / active EE | $3,072 | $5,620-45.3% | $4,952-38.0% | $4,742-35.2% |
| Participant deferral / active EE | $5,534 | $6,447-14.2% | $5,638-1.8% | $6,401-13.5% |
| Admin fee / account holder | $541 | $18,096-97.0% | $14,679-96.3% | $11,431-95.3% |