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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 | $58,807 | $82,314-28.6% | $68,808-14.5% | $134,532-56.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.03% | -2.18%-14.9pp | -6.37%-10.7pp | 418.27%-435.3pp |
| Employer contribution / active EE | $7,491 | $3,301+126.9% | $2,656+182.1% | $4,741+58.0% |
| Participant deferral / active EE | $4,889 | $4,740+3.1% | $3,942+24.0% | $6,401-23.6% |
| Admin fee / account holder | $1,015 | $6,484-84.3% | $4,936-79.4% | $11,429-91.1% |