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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 | $66,156 | $142,409-53.5% | $119,634-44.7% | $134,545-50.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.44% | -12.46%-5.0pp | -14.98%-2.5pp | 418.37%-435.8pp |
| Employer contribution / active EE | $3,265 | $5,224-37.5% | $4,232-22.9% | $4,742-31.1% |
| Participant deferral / active EE | $6,450 | $6,468-0.3% | $5,601+15.1% | $6,401+0.8% |
| Admin fee / account holder | $18,934 | $13,594+39.3% | $10,329+83.3% | $11,431+65.6% |