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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 | $28,507 | $142,409-80.0% | $119,634-76.2% | $134,545-78.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.21% | -12.46%-2.8pp | -14.98%-0.2pp | 418.37%-433.6pp |
| Employer contribution / active EE | $2,470 | $5,224-52.7% | $4,232-41.6% | $4,742-47.9% |
| Participant deferral / active EE | $3,648 | $6,468-43.6% | $5,601-34.9% | $6,401-43.0% |
| Admin fee / account holder | $405 | $13,594-97.0% | $10,329-96.1% | $11,431-96.5% |