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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 | $63,193 | $90,448-30.1% | $93,786-32.6% | $134,545-53.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -18.54% | -15.71%-2.8pp | -11.32%-7.2pp | 418.37%-436.9pp |
| Employer contribution / active EE | $5,137 | $4,349+18.1% | $4,328+18.7% | $4,742+8.3% |
| Participant deferral / active EE | $8,401 | $5,983+40.4% | $6,100+37.7% | $6,401+31.2% |
| Admin fee / account holder | $419 | $9,232-95.5% | $7,184-94.2% | $11,431-96.3% |