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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 | $32,164 | $142,392-77.4% | $119,622-73.1% | $134,532-76.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.05% | -12.46%-6.6pp | -14.98%-4.1pp | 418.27%-437.3pp |
| Employer contribution / active EE | $1,865 | $5,224-64.3% | $4,232-55.9% | $4,741-60.7% |
| Participant deferral / active EE | $5,444 | $6,467-15.8% | $5,601-2.8% | $6,401-15.0% |
| Admin fee / account holder | $7,948 | $13,593-41.5% | $10,328-23.0% | $11,429-30.5% |