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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 | $42,897 | $90,448-52.6% | $93,786-54.3% | $134,545-68.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -18.23% | -15.71%-2.5pp | -11.32%-6.9pp | 418.37%-436.6pp |
| Employer contribution / active EE | $3,606 | $4,349-17.1% | $4,328-16.7% | $4,742-23.9% |
| Participant deferral / active EE | $2,694 | $5,983-55.0% | $6,100-55.8% | $6,401-57.9% |
| Admin fee / account holder | $2,838 | $9,232-69.3% | $7,184-60.5% | $11,431-75.2% |