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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 | $58,183 | $105,867-45.0% | $90,760-35.9% | $134,532-56.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.63% | -10.99%-3.6pp | -12.16%-2.5pp | 418.27%-432.9pp |
| Employer contribution / active EE | $3,588 | $3,464+3.6% | $2,922+22.8% | $4,741-24.3% |
| Participant deferral / active EE | $7,159 | $5,217+37.2% | $4,565+56.8% | $6,401+11.8% |
| Admin fee / account holder | $411 | $13,936-97.1% | $8,444-95.1% | $11,429-96.4% |