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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 | $101,147 | $142,392-29.0% | $119,622-15.4% | $134,532-24.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.75% | -12.46%-6.3pp | -14.98%-3.8pp | 418.27%-437.0pp |
| Employer contribution / active EE | $2,690 | $5,224-48.5% | $4,232-36.5% | $4,741-43.3% |
| Participant deferral / active EE | $8,320 | $6,467+28.7% | $5,601+48.6% | $6,401+30.0% |
| Admin fee / account holder | $909 | $13,593-93.3% | $10,328-91.2% | $11,429-92.0% |