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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 | $53,342 | $142,392-62.5% | $119,622-55.4% | $134,532-60.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.83% | -12.46%-6.4pp | -14.98%-3.9pp | 418.27%-437.1pp |
| Employer contribution / active EE | $2,873 | $5,224-45.0% | $4,232-32.1% | $4,741-39.4% |
| Participant deferral / active EE | $4,529 | $6,467-30.0% | $5,601-19.1% | $6,401-29.2% |
| Admin fee / account holder | $21,536 | $13,593+58.4% | $10,328+108.5% | $11,429+88.4% |