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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 | $92,263 | $82,324+12.1% | $68,803+34.1% | $134,545-31.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.45% | -2.17%-11.3pp | -6.37%-7.1pp | 418.37%-431.8pp |
| Employer contribution / active EE | $3,447 | $3,302+4.4% | $2,656+29.8% | $4,742-27.3% |
| Participant deferral / active EE | $3,447 | $4,740-27.3% | $3,942-12.6% | $6,401-46.2% |
| Admin fee / account holder | $1,671 | $6,485-74.2% | $4,936-66.1% | $11,431-85.4% |