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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 | $110,918 | $175,646-36.9% | $129,118-14.1% | $134,545-17.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -11.09% | -11.39%+0.3pp | -10.94%-0.2pp | 418.37%-429.5pp |
| Employer contribution / active EE | $1,582 | $6,355-75.1% | $5,051-68.7% | $4,742-66.6% |
| Participant deferral / active EE | $7,576 | $7,970-4.9% | $6,539+15.9% | $6,401+18.4% |
| Admin fee / account holder | $3,248 | $23,578-86.2% | $14,305-77.3% | $11,431-71.6% |