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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 | $47,160 | $142,361-66.9% | $119,608-60.6% | $134,509-64.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.55% | -12.46%-6.1pp | -14.98%-3.6pp | 418.13%-436.7pp |
| Employer contribution / active EE | $12,233 | $5,224+134.2% | $4,232+189.0% | $4,741+158.0% |
| Participant deferral / active EE | $6,848 | $6,468+5.9% | $5,601+22.2% | $6,400+7.0% |
| Admin fee / account holder | $110,034 | $13,588+709.8% | $10,326+965.6% | $11,427+863.0% |