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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 | $41,980 | $142,409-70.5% | $119,634-64.9% | $134,545-68.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.25% | -12.46%-4.8pp | -14.98%-2.3pp | 418.37%-435.6pp |
| Employer contribution / active EE | $4,545 | $5,224-13.0% | $4,232+7.4% | $4,742-4.1% |
| Participant deferral / active EE | $3,157 | $6,468-51.2% | $5,601-43.6% | $6,401-50.7% |
| Admin fee / account holder | $1,783 | $13,594-86.9% | $10,329-82.7% | $11,431-84.4% |