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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 | $43,370 | $105,866-59.0% | $90,766-52.2% | $134,545-67.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.96% | -10.99%0pp | -12.16%+1.2pp | 418.37%-429.3pp |
| Employer contribution / active EE | $7,209 | $3,464+108.1% | $2,922+146.7% | $4,742+52.0% |
| Participant deferral / active EE | $3,127 | $5,217-40.1% | $4,565-31.5% | $6,401-51.2% |
| Admin fee / account holder | $491 | $13,938-96.5% | $8,446-94.2% | $11,431-95.7% |