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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 | $20,606 | $54,355-62.1% | $82,744-75.1% | $68,486-69.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -10.02% | -13.67%+3.7pp | 702.22%-712.2pp | -7.85%-2.2pp |
| Employer contribution / active EE | $5,015 | $2,219+126.1% | $3,008+66.7% | $2,597+93.1% |
| Participant deferral / active EE | $4,806 | $3,246+48.0% | $4,395+9.4% | $4,028+19.3% |
| Admin fee / account holder | $5,944 | $4,397+35.2% | $5,325+11.6% | $5,404+10.0% |