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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 | $142,409-8.7% | $119,634+8.7% | $134,545-3.3% |
| 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 | 418.37%-419.4pp |
| Employer contribution / active EE | $2,964 | $5,224-43.3% | $4,232-30.0% | $4,742-37.5% |
| Participant deferral / active EE | $6,564 | $6,468+1.5% | $5,601+17.2% | $6,401+2.5% |
| Admin fee / account holder | $2,179 | $13,594-84.0% | $10,329-78.9% | $11,431-80.9% |