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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 | $64,676 | $105,866-38.9% | $90,766-28.7% | $134,545-51.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.57% | -10.99%-4.6pp | -12.16%-3.4pp | 418.37%-433.9pp |
| Employer contribution / active EE | $16,291 | $3,464+370.3% | $2,922+457.6% | $4,742+243.6% |
| Participant deferral / active EE | $10,277 | $5,217+97.0% | $4,565+125.1% | $6,401+60.5% |
| Admin fee / account holder | $801 | $13,938-94.3% | $8,446-90.5% | $11,431-93.0% |