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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 | $105,297 | $175,646-40.1% | $129,118-18.4% | $134,532-21.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -13.60% | -11.39%-2.2pp | -10.94%-2.7pp | 418.27%-431.9pp |
| Employer contribution / active EE | $1,530 | $6,355-75.9% | $5,051-69.7% | $4,741-67.7% |
| Participant deferral / active EE | $6,582 | $7,970-17.4% | $6,539+0.7% | $6,401+2.8% |
| Admin fee / account holder | $1,603 | $23,578-93.2% | $14,305-88.8% | $11,429-86.0% |