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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 | $53,214 | $142,392-62.6% | $119,622-55.5% | $134,532-60.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.70% | -12.46%-5.2pp | -14.98%-2.7pp | 418.27%-436.0pp |
| Employer contribution / active EE | $7,783 | $5,224+49.0% | $4,232+83.9% | $4,741+64.2% |
| Participant deferral / active EE | $8,141 | $6,467+25.9% | $5,601+45.4% | $6,401+27.2% |
| Admin fee / account holder | $6,372 | $13,593-53.1% | $10,328-38.3% | $11,429-44.2% |