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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 | $31,747 | $142,361-77.7% | $119,608-73.5% | $134,509-76.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.44% | -12.46%-1.0pp | -14.98%+1.5pp | 418.13%-431.6pp |
| Employer contribution / active EE | $6,708 | $5,224+28.4% | $4,232+58.5% | $4,741+41.5% |
| Participant deferral / active EE | $5,949 | $6,468-8.0% | $5,601+6.2% | $6,400-7.1% |
| Admin fee / account holder | $1,546 | $13,588-88.6% | $10,326-85.0% | $11,427-86.5% |