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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 | $90,467 | $105,866-14.5% | $90,766-0.3% | $134,545-32.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.19% | -10.99%-6.2pp | -12.16%-5.0pp | 418.37%-435.6pp |
| Employer contribution / active EE | $2,771 | $3,464-20.0% | $2,922-5.2% | $4,742-41.6% |
| Participant deferral / active EE | $8,333 | $5,217+59.7% | $4,565+82.5% | $6,401+30.2% |
| Admin fee / account holder | $1,961 | $13,938-85.9% | $8,446-76.8% | $11,431-82.8% |