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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 | $46,600 | $90,519-48.5% | $93,789-50.3% | $134,493-65.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -18.41% | -15.72%-2.7pp | -11.33%-7.1pp | 418.01%-436.4pp |
| Employer contribution / active EE | $1,777 | $4,343-59.1% | $4,323-58.9% | $4,740-62.5% |
| Participant deferral / active EE | $11,674 | $5,978+95.3% | $6,094+91.6% | $6,400+82.4% |
| Admin fee / account holder | $2,354 | $9,252-74.6% | $7,195-67.3% | $11,425-79.4% |