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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 | $28,578 | $142,392-79.9% | $119,622-76.1% | $134,532-78.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.64% | -12.46%-2.2pp | -14.98%+0.3pp | 418.27%-432.9pp |
| Employer contribution / active EE | $6,230 | $5,224+19.3% | $4,232+47.2% | $4,741+31.4% |
| Participant deferral / active EE | $4,271 | $6,467-34.0% | $5,601-23.7% | $6,401-33.3% |
| Admin fee / account holder | $2,241 | $13,593-83.5% | $10,328-78.3% | $11,429-80.4% |