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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 | $97,405 | $142,409-31.6% | $119,634-18.6% | $134,545-27.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.92% | -12.46%-6.5pp | -14.98%-3.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $2,783 | $5,224-46.7% | $4,232-34.3% | $4,742-41.3% |
| Participant deferral / active EE | $3,032 | $6,468-53.1% | $5,601-45.9% | $6,401-52.6% |
| Admin fee / account holder | $1,195 | $13,594-91.2% | $10,329-88.4% | $11,431-89.5% |