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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 | $39,140 | $142,358-72.5% | $119,615-67.3% | $134,493-70.9% |
| Participation rate | 95.0% | 82.8%+12.2pp | 79.3%+15.7pp | 81.2%+13.8pp |
| Annual return | -18.55% | -12.46%-6.1pp | -14.98%-3.6pp | 418.01%-436.6pp |
| Employer contribution / active EE | $11,441 | $5,223+119.0% | $4,232+170.3% | $4,740+141.4% |
| Participant deferral / active EE | $2,837 | $6,470-56.2% | $5,602-49.4% | $6,400-55.7% |
| Admin fee / account holder | $4,842 | $13,585-64.4% | $10,324-53.1% | $11,425-57.6% |