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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 | $39,733 | $142,361-72.1% | $119,608-66.8% | $134,509-70.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.24% | -12.46%-5.8pp | -14.98%-3.3pp | 418.13%-436.4pp |
| Employer contribution / active EE | $2,133 | $5,224-59.2% | $4,232-49.6% | $4,741-55.0% |
| Participant deferral / active EE | $6,045 | $6,468-6.5% | $5,601+7.9% | $6,400-5.6% |
| Admin fee / account holder | $404 | $13,588-97.0% | $10,326-96.1% | $11,427-96.5% |