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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 | $63,325 | $82,324-23.1% | $68,803-8.0% | $134,545-52.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.54% | -2.17%-9.4pp | -6.37%-5.2pp | 418.37%-429.9pp |
| Employer contribution / active EE | $5,941 | $3,302+80.0% | $2,656+123.7% | $4,742+25.3% |
| Participant deferral / active EE | $3,506 | $4,740-26.0% | $3,942-11.1% | $6,401-45.2% |
| Admin fee / account holder | $650 | $6,485-90.0% | $4,936-86.8% | $11,431-94.3% |