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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 | $59,607 | $142,361-58.1% | $119,608-50.2% | $134,509-55.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.75% | -12.46%-7.3pp | -14.98%-4.8pp | 418.13%-437.9pp |
| Employer contribution / active EE | $4,713 | $5,224-9.8% | $4,232+11.4% | $4,741-0.6% |
| Participant deferral / active EE | $12,966 | $6,468+100.5% | $5,601+131.5% | $6,400+102.6% |
| Admin fee / account holder | $3,026 | $13,588-77.7% | $10,326-70.7% | $11,427-73.5% |