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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 | $59,716 | $142,361-58.1% | $119,608-50.1% | $134,509-55.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.49% | -12.46%-2.0pp | -14.98%+0.5pp | 418.13%-432.6pp |
| Employer contribution / active EE | $3,456 | $5,224-33.8% | $4,232-18.3% | $4,741-27.1% |
| Participant deferral / active EE | $6,607 | $6,468+2.1% | $5,601+18.0% | $6,400+3.2% |
| Admin fee / account holder | $2,233 | $13,588-83.6% | $10,326-78.4% | $11,427-80.5% |