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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 | $61,299 | $142,392-57.0% | $119,622-48.8% | $134,532-54.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.13% | -12.46%-4.7pp | -14.98%-2.1pp | 418.27%-435.4pp |
| Employer contribution / active EE | $3,868 | $5,224-25.9% | $4,232-8.6% | $4,741-18.4% |
| Participant deferral / active EE | $2,321 | $6,467-64.1% | $5,601-58.6% | $6,401-63.7% |
| Admin fee / account holder | $590 | $13,593-95.7% | $10,328-94.3% | $11,429-94.8% |