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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 | $31,473 | $105,866-70.3% | $90,766-65.3% | $134,545-76.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -5.53% | -10.99%+5.5pp | -12.16%+6.6pp | 418.37%-423.9pp |
| Employer contribution / active EE | $5,463 | $3,464+57.7% | $2,922+87.0% | $4,742+15.2% |
| Participant deferral / active EE | $9,359 | $5,217+79.4% | $4,565+105.0% | $6,401+46.2% |
| Admin fee / account holder | $57,839 | $13,938+315.0% | $8,446+584.8% | $11,431+406.0% |