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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 | $95,917-17.0% | $79,5830% | $134,545-40.9% |
| Participation rate | 92.3% | 75.0%+17.3pp | 69.5%+22.8pp | 81.2%+11.1pp |
| Annual return | -14.03% | -2.70%-11.3pp | 0.16%-14.2pp | 418.37%-432.4pp |
| Employer contribution / active EE | $4,231 | $3,129+35.2% | $2,414+75.3% | $4,742-10.8% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,074 | $9,132-88.2% | $6,835-84.3% | $11,431-90.6% |