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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 | $34,970 | $95,188-63.3% | $76,518-54.3% | $135,380-74.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.94% | 4.85%-13.8pp | -0.27%-8.7pp | 519.81%-528.7pp |
| Employer contribution / active EE | $10,972 | $3,303+232.2% | $2,647+314.5% | $4,779+129.6% |
| Participant deferral / active EE | $6,874 | $4,640+48.2% | $3,836+79.2% | $5,609+22.6% |
| Admin fee / account holder | $600 | $6,249-90.4% | $4,849-87.6% | $10,828-94.5% |