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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 | $42,959 | $142,361-69.8% | $119,608-64.1% | $134,509-68.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.08% | -12.46%-5.6pp | -14.98%-3.1pp | 418.13%-436.2pp |
| Employer contribution / active EE | $15,683 | $5,224+200.2% | $4,232+270.6% | $4,741+230.8% |
| Participant deferral / active EE | $8,833 | $6,468+36.6% | $5,601+57.7% | $6,400+38.0% |
| Admin fee / account holder | $317 | $13,588-97.7% | $10,326-96.9% | $11,427-97.2% |