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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 | $181,646 | $142,409+27.6% | $119,634+51.8% | $134,545+35.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.23% | -12.46%+0.2pp | -14.98%+2.8pp | 418.37%-430.6pp |
| Employer contribution / active EE | $2,470 | $5,224-52.7% | $4,232-41.6% | $4,742-47.9% |
| Participant deferral / active EE | $5,242 | $6,468-19.0% | $5,601-6.4% | $6,401-18.1% |
| Admin fee / account holder | $10,435 | $13,594-23.2% | $10,329+1.0% | $11,431-8.7% |