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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 | $93,122 | $142,392-34.6% | $119,622-22.2% | $134,532-30.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.84% | -12.46%-7.4pp | -14.98%-4.9pp | 418.27%-438.1pp |
| Employer contribution / active EE | $4,234 | $5,224-18.9% | $4,2320% | $4,741-10.7% |
| Participant deferral / active EE | $9,038 | $6,467+39.7% | $5,601+61.4% | $6,401+41.2% |
| Admin fee / account holder | $1,675 | $13,593-87.7% | $10,328-83.8% | $11,429-85.3% |