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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 | $72,245 | $142,361-49.3% | $119,608-39.6% | $134,509-46.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -6.18% | -12.46%+6.3pp | -14.98%+8.8pp | 418.13%-424.3pp |
| Employer contribution / active EE | $1,312 | $5,224-74.9% | $4,232-69.0% | $4,741-72.3% |
| Participant deferral / active EE | $2,624 | $6,468-59.4% | $5,601-53.1% | $6,400-59.0% |
| Admin fee / account holder | $10,513 | $13,588-22.6% | $10,326+1.8% | $11,427-8.0% |