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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 | $76,395 | $107,809-29.1% | $90,657-15.7% | $135,379-43.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.63% | -0.90%-5.7pp | 1.89%-8.5pp | 519.79%-526.4pp |
| Employer contribution / active EE | $6,438 | $3,018+113.3% | $2,532+154.3% | $4,779+34.7% |
| Participant deferral / active EE | $11,327 | $3,872+192.5% | $3,424+230.8% | $5,609+101.9% |
| Admin fee / account holder | $1,477 | $5,931-75.1% | $4,994-70.4% | $10,828-86.4% |