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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 | $86,651 | $142,361-39.1% | $119,608-27.6% | $134,509-35.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -6.68% | -12.46%+5.8pp | -14.98%+8.3pp | 418.13%-424.8pp |
| Employer contribution / active EE | $3,345 | $5,224-36.0% | $4,232-21.0% | $4,741-29.4% |
| Participant deferral / active EE | $3,893 | $6,468-39.8% | $5,601-30.5% | $6,400-39.2% |
| Admin fee / account holder | $80,989 | $13,588+496.0% | $10,326+684.4% | $11,427+608.8% |