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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 | $59,916 | $82,324-27.2% | $68,803-12.9% | $134,545-55.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.31% | -2.17%-16.1pp | -6.37%-11.9pp | 418.37%-436.7pp |
| Employer contribution / active EE | $2,184 | $3,302-33.9% | $2,656-17.8% | $4,742-53.9% |
| Participant deferral / active EE | $8,179 | $4,740+72.6% | $3,942+107.5% | $6,401+27.8% |
| Admin fee / account holder | $334 | $6,485-94.8% | $4,936-93.2% | $11,431-97.1% |