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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 | $129,490 | $142,392-9.1% | $119,622+8.2% | $134,532-3.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.20% | -12.46%-2.7pp | -14.98%-0.2pp | 418.27%-433.5pp |
| Employer contribution / active EE | $1,966 | $5,224-62.4% | $4,232-53.6% | $4,741-58.5% |
| Participant deferral / active EE | $2,865 | $6,467-55.7% | $5,601-48.9% | $6,401-55.2% |
| Admin fee / account holder | $832 | $13,593-93.9% | $10,328-91.9% | $11,429-92.7% |