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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 | $82,663 | $81,870+1.0% | $119,622-30.9% | $68,486+20.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -11.81% | -23.82%+12.0pp | -14.98%+3.2pp | -7.85%-4.0pp |
| Employer contribution / active EE | $4,445 | $2,692+65.1% | $4,232+5.0% | $2,597+71.2% |
| Participant deferral / active EE | $4,428 | $4,148+6.7% | $5,601-20.9% | $4,028+9.9% |
| Admin fee / account holder | $46,795 | $6,583+610.8% | $10,328+353.1% | $5,404+766.0% |