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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 | $52,750 | $142,392-63.0% | $119,622-55.9% | $134,532-60.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.62% | -12.46%+1.8pp | -14.98%+4.4pp | 418.27%-428.9pp |
| Employer contribution / active EE | $3,442 | $5,224-34.1% | $4,232-18.7% | $4,741-27.4% |
| Participant deferral / active EE | $4,100 | $6,467-36.6% | $5,601-26.8% | $6,401-35.9% |
| Admin fee / account holder | $47,935 | $13,593+252.7% | $10,328+364.1% | $11,429+319.4% |