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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 | $52,394 | $142,409-63.2% | $119,634-56.2% | $134,545-61.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.34% | -12.46%-5.9pp | -14.98%-3.4pp | 418.37%-436.7pp |
| Employer contribution / active EE | $2,854 | $5,224-45.4% | $4,232-32.6% | $4,742-39.8% |
| Participant deferral / active EE | $7,297 | $6,468+12.8% | $5,601+30.3% | $6,401+14.0% |
| Admin fee / account holder | $443 | $13,594-96.7% | $10,329-95.7% | $11,431-96.1% |