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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 | $39,462 | $167,353-76.4% | $143,797-72.6% | $134,545-70.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.91% | 0.48%-11.4pp | -0.04%-10.9pp | 418.37%-429.3pp |
| Employer contribution / active EE | $4,286 | $5,620-23.7% | $4,952-13.5% | $4,742-9.6% |
| Participant deferral / active EE | $5,977 | $6,447-7.3% | $5,638+6.0% | $6,401-6.6% |
| Admin fee / account holder | $449 | $18,096-97.5% | $14,679-96.9% | $11,431-96.1% |