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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 | $47,444 | $67,214-29.4% | $61,491-22.8% | $134,532-64.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.79% | -12.08%-5.7pp | -12.98%-4.8pp | 418.27%-436.1pp |
| Employer contribution / active EE | $7,214 | $4,974+45.0% | $4,246+69.9% | $4,741+52.2% |
| Participant deferral / active EE | $9,458 | $6,103+55.0% | $5,188+82.3% | $6,401+47.8% |
| Admin fee / account holder | $9,345 | $4,610+102.7% | $4,312+116.7% | $11,429-18.2% |