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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 | $41,887 | $105,866-60.4% | $90,766-53.9% | $134,545-68.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.95% | -10.99%-3.0pp | -12.16%-1.8pp | 418.37%-432.3pp |
| Employer contribution / active EE | $5,466 | $3,464+57.8% | $2,922+87.1% | $4,742+15.3% |
| Participant deferral / active EE | $2,970 | $5,217-43.1% | $4,565-34.9% | $6,401-53.6% |
| Admin fee / account holder | $456 | $13,938-96.7% | $8,446-94.6% | $11,431-96.0% |