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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 | $79,732 | $142,409-44.0% | $119,634-33.4% | $134,545-40.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.96% | -12.46%+0.5pp | -14.98%+3.0pp | 418.37%-430.3pp |
| Employer contribution / active EE | $4,557 | $5,224-12.8% | $4,232+7.7% | $4,742-3.9% |
| Participant deferral / active EE | $11,715 | $6,468+81.1% | $5,601+109.2% | $6,401+83.0% |
| Admin fee / account holder | $47,565 | $13,594+249.9% | $10,329+360.5% | $11,431+316.1% |