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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 | $38,705 | $142,392-72.8% | $119,622-67.6% | $134,532-71.2% |
| Participation rate | 93.8% | 82.8%+10.9pp | 79.3%+14.5pp | 81.2%+12.5pp |
| Annual return | -12.65% | -12.46%-0.2pp | -14.98%+2.3pp | 418.27%-430.9pp |
| Employer contribution / active EE | $3,546 | $5,224-32.1% | $4,232-16.2% | $4,741-25.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $316 | $13,593-97.7% | $10,328-96.9% | $11,429-97.2% |