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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 | $45,826 | $142,392-67.8% | $119,622-61.7% | $134,532-65.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.53% | -12.46%+2.9pp | -14.98%+5.4pp | 418.27%-427.8pp |
| Employer contribution / active EE | $6,629 | $5,224+26.9% | $4,232+56.6% | $4,741+39.8% |
| Participant deferral / active EE | $17,433 | $6,467+169.6% | $5,601+211.3% | $6,401+172.4% |
| Admin fee / account holder | $99,408 | $13,593+631.3% | $10,328+862.5% | $11,429+769.8% |