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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 | $130,056 | $142,358-8.6% | $119,615+8.7% | $134,493-3.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -1.06% | -12.46%+11.4pp | -14.98%+13.9pp | 418.01%-419.1pp |
| Employer contribution / active EE | $2,964 | $5,223-43.3% | $4,232-30.0% | $4,740-37.5% |
| Participant deferral / active EE | $6,564 | $6,470+1.5% | $5,602+17.2% | $6,400+2.6% |
| Admin fee / account holder | $2,179 | $13,585-84.0% | $10,324-78.9% | $11,425-80.9% |