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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 | $119,224 | $142,409-16.3% | $119,634-0.3% | $134,545-11.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.37% | -12.46%-4.9pp | -14.98%-2.4pp | 418.37%-435.7pp |
| Employer contribution / active EE | $2,331 | $5,224-55.4% | $4,232-44.9% | $4,742-50.8% |
| Participant deferral / active EE | $6,556 | $6,468+1.4% | $5,601+17.1% | $6,401+2.4% |
| Admin fee / account holder | $1,188 | $13,594-91.3% | $10,329-88.5% | $11,431-89.6% |