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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 | $38,139 | $105,867-64.0% | $90,760-58.0% | $134,532-71.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.63% | -10.99%-6.6pp | -12.16%-5.5pp | 418.27%-435.9pp |
| Employer contribution / active EE | $5,328 | $3,464+53.8% | $2,922+82.4% | $4,741+12.4% |
| Participant deferral / active EE | $3,172 | $5,217-39.2% | $4,565-30.5% | $6,401-50.4% |
| Admin fee / account holder | $1,730 | $13,936-87.6% | $8,444-79.5% | $11,429-84.9% |