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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 | $142,409-57.0% | $119,634-48.9% | $134,545-54.5% |
| 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 | 418.37%-432.4pp |
| Employer contribution / active EE | $13,985 | $5,224+167.7% | $4,232+230.4% | $4,742+194.9% |
| Participant deferral / active EE | $6,966 | $6,468+7.7% | $5,601+24.4% | $6,401+8.8% |
| Admin fee / account holder | $513 | $13,594-96.2% | $10,329-95.0% | $11,431-95.5% |