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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 | $62,707 | $100,805-37.8% | $86,698-27.7% | $134,532-53.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.07% | 29.09%-47.2pp | 35.95%-54.0pp | 418.27%-436.3pp |
| Employer contribution / active EE | $6,250 | $3,490+79.1% | $2,837+120.3% | $4,741+31.8% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $349 | $10,925-96.8% | $7,493-95.3% | $11,429-96.9% |