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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 | $125,433 | $142,409-11.9% | $119,634+4.8% | $134,545-6.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.46% | -12.46%-1.0pp | -14.98%+1.5pp | 418.37%-431.8pp |
| Employer contribution / active EE | $2,692 | $5,224-48.5% | $4,232-36.4% | $4,742-43.2% |
| Participant deferral / active EE | $6,707 | $6,468+3.7% | $5,601+19.7% | $6,401+4.8% |
| Admin fee / account holder | $35,135 | $13,594+158.4% | $10,329+240.2% | $11,431+207.4% |