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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 | $79,582 | $95,867-17.0% | $79,5510% | $134,493-40.8% |
| Participation rate | 92.3% | 75.0%+17.3pp | 69.5%+22.8pp | 81.2%+11.1pp |
| Annual return | -14.03% | -2.73%-11.3pp | 0.14%-14.2pp | 418.01%-432.0pp |
| Employer contribution / active EE | $4,231 | $3,128+35.3% | $2,413+75.3% | $4,740-10.7% |
| Participant deferral / active EE | $0 | $4,692-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,074 | $9,127-88.2% | $6,833-84.3% | $11,425-90.6% |