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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 | $27,224 | $167,353-83.7% | $143,797-81.1% | $134,545-79.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.23% | 0.48%-13.7pp | -0.04%-13.2pp | 418.37%-431.6pp |
| Employer contribution / active EE | $3,452 | $5,620-38.6% | $4,952-30.3% | $4,742-27.2% |
| Participant deferral / active EE | $4,200 | $6,447-34.9% | $5,638-25.5% | $6,401-34.4% |
| Admin fee / account holder | $374 | $18,096-97.9% | $14,679-97.5% | $11,431-96.7% |