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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 | $51,625 | $90,448-42.9% | $93,786-45.0% | $134,545-61.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -13.83% | -15.71%+1.9pp | -11.32%-2.5pp | 418.37%-432.2pp |
| Employer contribution / active EE | $6,273 | $4,349+44.2% | $4,328+44.9% | $4,742+32.3% |
| Participant deferral / active EE | $7,941 | $5,983+32.7% | $6,100+30.2% | $6,401+24.1% |
| Admin fee / account holder | $3,286 | $9,232-64.4% | $7,184-54.3% | $11,431-71.3% |