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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 | $42,019 | $82,674-49.2% | $125,381-66.5% | $68,486-38.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.98% | -5.97%-6.0pp | 572.31%-584.3pp | -7.85%-4.1pp |
| Employer contribution / active EE | $4,805 | $3,382+42.1% | $4,815-0.2% | $2,597+85.1% |
| Participant deferral / active EE | $6,305 | $6,111+3.2% | $7,448-15.3% | $4,028+56.5% |
| Admin fee / account holder | $381 | $6,277-93.9% | $10,007-96.2% | $5,404-92.9% |