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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 | $72,827 | $90,448-19.5% | $93,786-22.3% | $134,545-45.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.63% | -15.71%-0.9pp | -11.32%-5.3pp | 418.37%-435.0pp |
| Employer contribution / active EE | $4,653 | $4,349+7.0% | $4,328+7.5% | $4,742-1.9% |
| Participant deferral / active EE | $13,034 | $5,983+117.9% | $6,100+113.7% | $6,401+103.6% |
| Admin fee / account holder | $396 | $9,232-95.7% | $7,184-94.5% | $11,431-96.5% |