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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 | $44,550 | $82,314-45.9% | $68,808-35.3% | $134,532-66.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.11% | -2.18%-16.9pp | -6.37%-12.7pp | 418.27%-437.4pp |
| Employer contribution / active EE | $8,953 | $3,301+171.2% | $2,656+237.1% | $4,741+88.8% |
| Participant deferral / active EE | $8,792 | $4,740+85.5% | $3,942+123.0% | $6,401+37.3% |
| Admin fee / account holder | $593 | $6,484-90.8% | $4,936-88.0% | $11,429-94.8% |