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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 | $42,869 | $167,353-74.4% | $143,797-70.2% | $134,545-68.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.02% | 0.48%-20.5pp | -0.04%-20.0pp | 418.37%-438.4pp |
| Employer contribution / active EE | $2,720 | $5,620-51.6% | $4,952-45.1% | $4,742-42.6% |
| Participant deferral / active EE | $8,328 | $6,447+29.2% | $5,638+47.7% | $6,401+30.1% |
| Admin fee / account holder | $9,889 | $18,096-45.4% | $14,679-32.6% | $11,431-13.5% |