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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 | $56,448 | $142,409-60.4% | $119,634-52.8% | $134,545-58.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.96% | -12.46%-4.5pp | -14.98%-2.0pp | 418.37%-435.3pp |
| Employer contribution / active EE | $2,463 | $5,224-52.9% | $4,232-41.8% | $4,742-48.1% |
| Participant deferral / active EE | $11,223 | $6,468+73.5% | $5,601+100.4% | $6,401+75.3% |
| Admin fee / account holder | $2,644 | $13,594-80.5% | $10,329-74.4% | $11,431-76.9% |