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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 | $77,689 | $142,409-45.4% | $119,634-35.1% | $134,545-42.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.77% | -12.46%-5.3pp | -14.98%-2.8pp | 418.37%-436.1pp |
| Employer contribution / active EE | $1,709 | $5,224-67.3% | $4,232-59.6% | $4,742-64.0% |
| Participant deferral / active EE | $6,985 | $6,468+8.0% | $5,601+24.7% | $6,401+9.1% |
| Admin fee / account holder | $5,707 | $13,594-58.0% | $10,329-44.7% | $11,431-50.1% |