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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 | $39,085 | $105,867-63.1% | $90,760-56.9% | $134,532-70.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.51% | -10.99%-6.5pp | -12.16%-5.4pp | 418.27%-435.8pp |
| Employer contribution / active EE | $973 | $3,464-71.9% | $2,922-66.7% | $4,741-79.5% |
| Participant deferral / active EE | $5,237 | $5,217+0.4% | $4,565+14.7% | $6,401-18.2% |
| Admin fee / account holder | $426 | $13,936-96.9% | $8,444-95.0% | $11,429-96.3% |