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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 | $64,434 | $105,867-39.1% | $90,760-29.0% | $134,532-52.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.20% | -10.99%-7.2pp | -12.16%-6.0pp | 418.27%-436.5pp |
| Employer contribution / active EE | $6,149 | $3,464+77.5% | $2,922+110.5% | $4,741+29.7% |
| Participant deferral / active EE | $12,242 | $5,217+134.7% | $4,565+168.2% | $6,401+91.3% |
| Admin fee / account holder | $864 | $13,936-93.8% | $8,444-89.8% | $11,429-92.4% |