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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 | $85,710 | $175,646-51.2% | $129,118-33.6% | $134,545-36.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -7.01% | -11.39%+4.4pp | -10.94%+3.9pp | 418.37%-425.4pp |
| Employer contribution / active EE | $2,515 | $6,355-60.4% | $5,051-50.2% | $4,742-47.0% |
| Participant deferral / active EE | $7,606 | $7,970-4.6% | $6,539+16.3% | $6,401+18.8% |
| Admin fee / account holder | $129,057 | $23,578+447.4% | $14,305+802.2% | $11,431+1029.0% |