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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 | $84,262 | $142,361-40.8% | $119,608-29.6% | $134,509-37.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.63% | -12.46%-2.2pp | -14.98%+0.4pp | 418.13%-432.8pp |
| Employer contribution / active EE | $1,328 | $5,224-74.6% | $4,232-68.6% | $4,741-72.0% |
| Participant deferral / active EE | $8,773 | $6,468+35.6% | $5,601+56.6% | $6,400+37.1% |
| Admin fee / account holder | $5,514 | $13,588-59.4% | $10,326-46.6% | $11,427-51.7% |