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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 | $98,309 | $81,870+20.1% | $119,634-17.8% | $68,490+43.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -10.20% | -23.82%+13.6pp | -14.98%+4.8pp | -7.85%-2.4pp |
| Employer contribution / active EE | $2,528 | $2,692-6.1% | $4,232-40.3% | $2,597-2.6% |
| Participant deferral / active EE | $7,817 | $4,148+88.4% | $5,601+39.6% | $4,028+94.1% |
| Admin fee / account holder | $74,518 | $6,583+1032.0% | $10,329+621.4% | $5,403+1279.2% |