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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 | $70,456 | $142,392-50.5% | $119,622-41.1% | $134,532-47.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.80% | -12.46%-4.3pp | -14.98%-1.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $3,160 | $5,224-39.5% | $4,232-25.3% | $4,741-33.3% |
| Participant deferral / active EE | $6,356 | $6,467-1.7% | $5,601+13.5% | $6,401-0.7% |
| Admin fee / account holder | $628 | $13,593-95.4% | $10,328-93.9% | $11,429-94.5% |