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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 | $44,392 | $90,467-50.9% | $93,759-52.7% | $134,532-67.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -15.72% | -15.72%0pp | -11.33%-4.4pp | 418.27%-434.0pp |
| Employer contribution / active EE | $2,820 | $4,345-35.1% | $4,324-34.8% | $4,741-40.5% |
| Participant deferral / active EE | $2,841 | $5,980-52.5% | $6,096-53.4% | $6,401-55.6% |
| Admin fee / account holder | $7,786 | $9,258-15.9% | $7,197+8.2% | $11,429-31.9% |