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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 | $42,745 | $142,361-70.0% | $119,608-64.3% | $134,509-68.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.04% | -12.46%-3.6pp | -14.98%-1.1pp | 418.13%-434.2pp |
| Employer contribution / active EE | $6,813 | $5,224+30.4% | $4,232+61.0% | $4,741+43.7% |
| Participant deferral / active EE | $2,805 | $6,468-56.6% | $5,601-49.9% | $6,400-56.2% |
| Admin fee / account holder | $1,433 | $13,588-89.5% | $10,326-86.1% | $11,427-87.5% |