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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 | $78,120 | $142,392-45.1% | $119,622-34.7% | $134,532-41.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.60% | -12.46%-7.1pp | -14.98%-4.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $8,922 | $5,224+70.8% | $4,232+110.8% | $4,741+88.2% |
| Participant deferral / active EE | $8,710 | $6,467+34.7% | $5,601+55.5% | $6,401+36.1% |
| Admin fee / account holder | $2,494 | $13,593-81.7% | $10,328-75.9% | $11,429-78.2% |