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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 | $47,359 | $142,409-66.7% | $119,634-60.4% | $134,545-64.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.44% | -12.46%-4.0pp | -14.98%-1.5pp | 418.37%-434.8pp |
| Employer contribution / active EE | $1,776 | $5,224-66.0% | $4,232-58.0% | $4,742-62.5% |
| Participant deferral / active EE | $3,042 | $6,468-53.0% | $5,601-45.7% | $6,401-52.5% |
| Admin fee / account holder | $6,191 | $13,594-54.5% | $10,329-40.1% | $11,431-45.8% |