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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 | $60,018 | $105,867-43.3% | $90,760-33.9% | $134,532-55.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.97% | -10.99%-5.0pp | -12.16%-3.8pp | 418.27%-434.2pp |
| Employer contribution / active EE | $1,687 | $3,464-51.3% | $2,922-42.2% | $4,741-64.4% |
| Participant deferral / active EE | $7,185 | $5,217+37.7% | $4,565+57.4% | $6,401+12.3% |
| Admin fee / account holder | $447 | $13,936-96.8% | $8,444-94.7% | $11,429-96.1% |