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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 | $46,394 | $142,392-67.4% | $119,622-61.2% | $134,532-65.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.78% | -12.46%-3.3pp | -14.98%-0.8pp | 418.27%-434.0pp |
| Employer contribution / active EE | $4,295 | $5,224-17.8% | $4,232+1.5% | $4,741-9.4% |
| Participant deferral / active EE | $10,475 | $6,467+62.0% | $5,601+87.0% | $6,401+63.6% |
| Admin fee / account holder | $2,144 | $13,593-84.2% | $10,328-79.2% | $11,429-81.2% |