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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 | $41,165 | $90,467-54.5% | $93,759-56.1% | $134,532-69.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -13.27% | -15.72%+2.4pp | -11.33%-1.9pp | 418.27%-431.5pp |
| Employer contribution / active EE | $1,745 | $4,345-59.8% | $4,324-59.6% | $4,741-63.2% |
| Participant deferral / active EE | $9,239 | $5,980+54.5% | $6,096+51.6% | $6,401+44.3% |
| Admin fee / account holder | $1,004 | $9,258-89.2% | $7,197-86.1% | $11,429-91.2% |