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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 | $136,687 | $142,409-4.0% | $119,634+14.3% | $134,545+1.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.71% | -12.46%+2.8pp | -14.98%+5.3pp | 418.37%-428.1pp |
| Employer contribution / active EE | $4,762 | $5,224-8.9% | $4,232+12.5% | $4,742+0.4% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,195 | $13,594-83.9% | $10,329-78.7% | $11,431-80.8% |