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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 | $26,444 | $142,358-81.4% | $119,615-77.9% | $134,493-80.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.33% | -12.46%+0.1pp | -14.98%+2.7pp | 418.01%-430.3pp |
| Employer contribution / active EE | $7,413 | $5,223+41.9% | $4,232+75.2% | $4,740+56.4% |
| Participant deferral / active EE | $6,417 | $6,470-0.8% | $5,602+14.5% | $6,400+0.3% |
| Admin fee / account holder | $564 | $13,585-95.8% | $10,324-94.5% | $11,425-95.1% |