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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 | $41,123 | $54,355-24.3% | $82,744-50.3% | $68,486-40.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.16% | -13.67%-1.5pp | 702.22%-717.4pp | -7.85%-7.3pp |
| Employer contribution / active EE | $6,102 | $2,219+175.1% | $3,008+102.9% | $2,597+135.0% |
| Participant deferral / active EE | $4,236 | $3,246+30.5% | $4,395-3.6% | $4,028+5.2% |
| Admin fee / account holder | $708 | $4,397-83.9% | $5,325-86.7% | $5,404-86.9% |