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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 | $77,926 | $105,867-26.4% | $90,760-14.1% | $134,532-42.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -6.75% | -10.99%+4.2pp | -12.16%+5.4pp | 418.27%-425.0pp |
| Employer contribution / active EE | $1,520 | $3,464-56.1% | $2,922-48.0% | $4,741-67.9% |
| Participant deferral / active EE | $6,421 | $5,217+23.1% | $4,565+40.6% | $6,401+0.3% |
| Admin fee / account holder | $1,036 | $13,936-92.6% | $8,444-87.7% | $11,429-90.9% |