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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 | $66,631 | $142,409-53.2% | $119,634-44.3% | $134,545-50.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.14% | -12.46%-4.7pp | -14.98%-2.2pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,834 | $5,224-64.9% | $4,232-56.7% | $4,742-61.3% |
| Participant deferral / active EE | $7,280 | $6,468+12.5% | $5,601+30.0% | $6,401+13.7% |
| Admin fee / account holder | $3,752 | $13,594-72.4% | $10,329-63.7% | $11,431-67.2% |