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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 | $235,029 | $90,467+159.8% | $93,759+150.7% | $134,532+74.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -15.52% | -15.72%+0.2pp | -11.33%-4.2pp | 418.27%-433.8pp |
| Employer contribution / active EE | $1,660 | $4,345-61.8% | $4,324-61.6% | $4,741-65.0% |
| Participant deferral / active EE | $2,765 | $5,980-53.8% | $6,096-54.6% | $6,401-56.8% |
| Admin fee / account holder | $23,132 | $9,258+149.9% | $7,197+221.4% | $11,429+102.4% |