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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 | $28,061 | $175,646-84.0% | $129,118-78.3% | $134,545-79.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -12.58% | -11.39%-1.2pp | -10.94%-1.6pp | 418.37%-430.9pp |
| Employer contribution / active EE | $5,552 | $6,355-12.6% | $5,051+9.9% | $4,742+17.1% |
| Participant deferral / active EE | $6,489 | $7,970-18.6% | $6,539-0.8% | $6,401+1.4% |
| Admin fee / account holder | $7,474 | $23,578-68.3% | $14,305-47.8% | $11,431-34.6% |