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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 | $27,663 | $142,392-80.6% | $119,622-76.9% | $134,532-79.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.92% | -12.46%-3.5pp | -14.98%-0.9pp | 418.27%-434.2pp |
| Employer contribution / active EE | $2,091 | $5,224-60.0% | $4,232-50.6% | $4,741-55.9% |
| Participant deferral / active EE | $8,512 | $6,467+31.6% | $5,601+52.0% | $6,401+33.0% |
| Admin fee / account holder | $470 | $13,593-96.5% | $10,328-95.5% | $11,429-95.9% |