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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 | $39,245 | $142,409-72.4% | $119,634-67.2% | $134,545-70.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.68% | -12.46%-7.2pp | -14.98%-4.7pp | 418.37%-438.0pp |
| Employer contribution / active EE | $3,089 | $5,224-40.9% | $4,232-27.0% | $4,742-34.9% |
| Participant deferral / active EE | $8,635 | $6,468+33.5% | $5,601+54.2% | $6,401+34.9% |
| Admin fee / account holder | $553 | $13,594-95.9% | $10,329-94.6% | $11,431-95.2% |