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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 | $57,743 | $142,409-59.5% | $119,634-51.7% | $134,545-57.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.33% | -12.46%-6.9pp | -14.98%-4.3pp | 418.37%-437.7pp |
| Employer contribution / active EE | $11,730 | $5,224+124.5% | $4,232+177.2% | $4,742+147.4% |
| Participant deferral / active EE | $5,752 | $6,468-11.1% | $5,601+2.7% | $6,401-10.1% |
| Admin fee / account holder | $536 | $13,594-96.1% | $10,329-94.8% | $11,431-95.3% |