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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 | $61,168 | $142,358-57.0% | $119,615-48.9% | $134,493-54.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.08% | -12.46%-1.6pp | -14.98%+0.9pp | 418.01%-432.1pp |
| Employer contribution / active EE | $13,985 | $5,223+167.8% | $4,232+230.4% | $4,740+195.0% |
| Participant deferral / active EE | $6,966 | $6,470+7.7% | $5,602+24.3% | $6,400+8.8% |
| Admin fee / account holder | $513 | $13,585-96.2% | $10,324-95.0% | $11,425-95.5% |