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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 | $40,598 | $142,409-71.5% | $119,634-66.1% | $134,545-69.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -1.42% | -12.46%+11.0pp | -14.98%+13.6pp | 418.37%-419.8pp |
| Employer contribution / active EE | $3,573 | $5,224-31.6% | $4,232-15.6% | $4,742-24.7% |
| Participant deferral / active EE | $8,969 | $6,468+38.7% | $5,601+60.1% | $6,401+40.1% |
| Admin fee / account holder | $315 | $13,594-97.7% | $10,329-96.9% | $11,431-97.2% |