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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 | $116,488 | $81,870+42.3% | $119,634-2.6% | $68,490+70.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.74% | -23.82%+11.1pp | -14.98%+2.2pp | -7.85%-4.9pp |
| Employer contribution / active EE | $6,944 | $2,692+158.0% | $4,232+64.1% | $2,597+167.4% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,834 | $6,583-72.1% | $10,329-82.2% | $5,403-66.1% |