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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 | $84,705 | $142,392-40.5% | $119,622-29.2% | $134,532-37.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.28% | -12.46%-4.8pp | -14.98%-2.3pp | 418.27%-435.5pp |
| Employer contribution / active EE | $3,170 | $5,224-39.3% | $4,232-25.1% | $4,741-33.1% |
| Participant deferral / active EE | $12,129 | $6,467+87.5% | $5,601+116.6% | $6,401+89.5% |
| Admin fee / account holder | $24,916 | $13,593+83.3% | $10,328+141.3% | $11,429+118.0% |