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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 | $37,210 | $167,353-77.8% | $143,797-74.1% | $134,545-72.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.79% | 0.48%-19.3pp | -0.04%-18.7pp | 418.37%-437.2pp |
| Employer contribution / active EE | $2,061 | $5,620-63.3% | $4,952-58.4% | $4,742-56.5% |
| Participant deferral / active EE | $3,076 | $6,447-52.3% | $5,638-45.5% | $6,401-52.0% |
| Admin fee / account holder | $2,078 | $18,096-88.5% | $14,679-85.8% | $11,431-81.8% |