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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 | $39,693 | $67,214-40.9% | $61,491-35.4% | $134,532-70.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.59% | -12.08%+1.5pp | -12.98%+2.4pp | 418.27%-428.9pp |
| Employer contribution / active EE | $3,467 | $4,974-30.3% | $4,246-18.3% | $4,741-26.9% |
| Participant deferral / active EE | $6,219 | $6,103+1.9% | $5,188+19.9% | $6,401-2.8% |
| Admin fee / account holder | $1,274 | $4,610-72.4% | $4,312-70.5% | $11,429-88.9% |