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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 | $172,587 | $142,409+21.2% | $119,634+44.3% | $134,545+28.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.59% | -12.46%-0.1pp | -14.98%+2.4pp | 418.37%-431.0pp |
| Employer contribution / active EE | $4,302 | $5,224-17.7% | $4,232+1.6% | $4,742-9.3% |
| Participant deferral / active EE | $2,835 | $6,468-56.2% | $5,601-49.4% | $6,401-55.7% |
| Admin fee / account holder | $84,617 | $13,594+522.4% | $10,329+719.2% | $11,431+640.3% |