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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 | $46,438 | $82,314-43.6% | $68,808-32.5% | $134,532-65.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.49% | -2.18%-13.3pp | -6.37%-9.1pp | 418.27%-433.8pp |
| Employer contribution / active EE | $4,181 | $3,301+26.6% | $2,656+57.4% | $4,741-11.8% |
| Participant deferral / active EE | $10,868 | $4,740+129.3% | $3,942+175.7% | $6,401+69.8% |
| Admin fee / account holder | $313 | $6,484-95.2% | $4,936-93.7% | $11,429-97.3% |