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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 | $44,793 | $105,867-57.7% | $90,760-50.6% | $134,532-66.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.29% | -10.99%-7.3pp | -12.16%-6.1pp | 418.27%-436.6pp |
| Employer contribution / active EE | $3,529 | $3,464+1.9% | $2,922+20.8% | $4,741-25.6% |
| Participant deferral / active EE | $5,542 | $5,217+6.2% | $4,565+21.4% | $6,401-13.4% |
| Admin fee / account holder | $2,738 | $13,936-80.4% | $8,444-67.6% | $11,429-76.0% |