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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 | $56,524 | $142,409-60.3% | $119,634-52.8% | $134,545-58.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.67% | -12.46%-2.2pp | -14.98%+0.3pp | 418.37%-433.0pp |
| Employer contribution / active EE | $2,038 | $5,224-61.0% | $4,232-51.9% | $4,742-57.0% |
| Participant deferral / active EE | $6,107 | $6,468-5.6% | $5,601+9.0% | $6,401-4.6% |
| Admin fee / account holder | $1,574 | $13,594-88.4% | $10,329-84.8% | $11,431-86.2% |