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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 | $183,877 | $142,392+29.1% | $119,622+53.7% | $134,532+36.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -5.60% | -12.46%+6.9pp | -14.98%+9.4pp | 418.27%-423.9pp |
| Employer contribution / active EE | $28,019 | $5,224+436.4% | $4,232+562.0% | $4,741+491.0% |
| Participant deferral / active EE | $20,391 | $6,467+215.3% | $5,601+264.1% | $6,401+218.6% |
| Admin fee / account holder | $884 | $13,593-93.5% | $10,328-91.4% | $11,429-92.3% |