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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 | $90,519-30.2% | $93,789-32.6% | $134,493-53.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -18.54% | -15.72%-2.8pp | -11.33%-7.2pp | 418.01%-436.6pp |
| Employer contribution / active EE | $5,137 | $4,343+18.3% | $4,323+18.9% | $4,740+8.4% |
| Participant deferral / active EE | $8,401 | $5,978+40.5% | $6,094+37.8% | $6,400+31.3% |
| Admin fee / account holder | $419 | $9,252-95.5% | $7,195-94.2% | $11,425-96.3% |