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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 | $34,446 | $90,467-61.9% | $93,759-63.3% | $134,532-74.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -17.52% | -15.72%-1.8pp | -11.33%-6.2pp | 418.27%-435.8pp |
| Employer contribution / active EE | $2,599 | $4,345-40.2% | $4,324-39.9% | $4,741-45.2% |
| Participant deferral / active EE | $5,011 | $5,980-16.2% | $6,096-17.8% | $6,401-21.7% |
| Admin fee / account holder | $2,552 | $9,258-72.4% | $7,197-64.5% | $11,429-77.7% |