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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 | $87,142 | $105,866-17.7% | $90,766-4.0% | $134,545-35.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.03% | -10.99%-7.0pp | -12.16%-5.9pp | 418.37%-436.4pp |
| Employer contribution / active EE | $1,132 | $3,464-67.3% | $2,922-61.3% | $4,742-76.1% |
| Participant deferral / active EE | $5,894 | $5,217+13.0% | $4,565+29.1% | $6,401-7.9% |
| Admin fee / account holder | $1,020 | $13,938-92.7% | $8,446-87.9% | $11,431-91.1% |