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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 | $70,916 | $142,409-50.2% | $119,634-40.7% | $134,545-47.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.23% | -12.46%-1.8pp | -14.98%+0.8pp | 418.37%-432.6pp |
| Employer contribution / active EE | $1,129 | $5,224-78.4% | $4,232-73.3% | $4,742-76.2% |
| Participant deferral / active EE | $4,755 | $6,468-26.5% | $5,601-15.1% | $6,401-25.7% |
| Admin fee / account holder | $14,888 | $13,594+9.5% | $10,329+44.1% | $11,431+30.2% |