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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 | $39,319 | $142,409-72.4% | $119,634-67.1% | $134,545-70.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.70% | -12.46%-2.2pp | -14.98%+0.3pp | 418.37%-433.1pp |
| Employer contribution / active EE | $5,877 | $5,224+12.5% | $4,232+38.9% | $4,742+23.9% |
| Participant deferral / active EE | $4,711 | $6,468-27.2% | $5,601-15.9% | $6,401-26.4% |
| Admin fee / account holder | $490 | $13,594-96.4% | $10,329-95.3% | $11,431-95.7% |