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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 | $51,482 | $142,392-63.8% | $119,622-57.0% | $134,532-61.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.33% | -12.46%-4.9pp | -14.98%-2.4pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,876 | $5,224-64.1% | $4,232-55.7% | $4,741-60.4% |
| Participant deferral / active EE | $11,083 | $6,467+71.4% | $5,601+97.9% | $6,401+73.1% |
| Admin fee / account holder | $1,025 | $13,593-92.5% | $10,328-90.1% | $11,429-91.0% |