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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 | $89,122 | $142,392-37.4% | $119,622-25.5% | $134,532-33.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.69% | -12.46%-4.2pp | -14.98%-1.7pp | 418.27%-435.0pp |
| Employer contribution / active EE | $2,989 | $5,224-42.8% | $4,232-29.4% | $4,741-36.9% |
| Participant deferral / active EE | $4,307 | $6,467-33.4% | $5,601-23.1% | $6,401-32.7% |
| Admin fee / account holder | $496 | $13,593-96.3% | $10,328-95.2% | $11,429-95.7% |