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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 | $183,179 | $142,392+28.6% | $119,622+53.1% | $134,532+36.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.84% | -12.46%-2.4pp | -14.98%+0.1pp | 418.27%-433.1pp |
| Employer contribution / active EE | $2,328 | $5,224-55.4% | $4,232-45.0% | $4,741-50.9% |
| Participant deferral / active EE | $7,781 | $6,467+20.3% | $5,601+38.9% | $6,401+21.6% |
| Admin fee / account holder | $710 | $13,593-94.8% | $10,328-93.1% | $11,429-93.8% |