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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 | $39,791 | $142,392-72.1% | $119,622-66.7% | $134,532-70.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.53% | -12.46%-6.1pp | -14.98%-3.6pp | 418.27%-436.8pp |
| Employer contribution / active EE | $3,924 | $5,224-24.9% | $4,232-7.3% | $4,741-17.2% |
| Participant deferral / active EE | $6,297 | $6,467-2.6% | $5,601+12.4% | $6,401-1.6% |
| Admin fee / account holder | $7,004 | $13,593-48.5% | $10,328-32.2% | $11,429-38.7% |