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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 | $59,862 | $142,409-58.0% | $119,634-50.0% | $134,545-55.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.24% | -12.46%+5.2pp | -14.98%+7.7pp | 418.37%-425.6pp |
| Employer contribution / active EE | $12,090 | $5,224+131.4% | $4,232+185.6% | $4,742+155.0% |
| Participant deferral / active EE | $6,025 | $6,468-6.8% | $5,601+7.6% | $6,401-5.9% |
| Admin fee / account holder | $34,647 | $13,594+154.9% | $10,329+235.4% | $11,431+203.1% |