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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 | $20,332 | $142,392-85.7% | $119,622-83.0% | $134,532-84.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.12% | -12.46%-6.7pp | -14.98%-4.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $2,995 | $5,224-42.7% | $4,232-29.2% | $4,741-36.8% |
| Participant deferral / active EE | $3,230 | $6,467-50.1% | $5,601-42.3% | $6,401-49.5% |
| Admin fee / account holder | $662 | $13,593-95.1% | $10,328-93.6% | $11,429-94.2% |