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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 | $126,788 | $142,409-11.0% | $119,634+6.0% | $134,545-5.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.12% | -12.46%-5.7pp | -14.98%-3.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $4,672 | $5,224-10.6% | $4,232+10.4% | $4,742-1.5% |
| Participant deferral / active EE | $7,033 | $6,468+8.7% | $5,601+25.6% | $6,401+9.9% |
| Admin fee / account holder | $913 | $13,594-93.3% | $10,329-91.2% | $11,431-92.0% |