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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 | $23,204 | $78,694-70.5% | $67,652-65.7% | $125,389-81.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.84% | 9.46%-12.3pp | 6625.40%-6628.2pp | 282.24%-285.1pp |
| Employer contribution / active EE | $8,945 | $3,044+193.9% | $2,266+294.8% | $4,866+83.8% |
| Participant deferral / active EE | $7,655 | $4,292+78.4% | $3,560+115.1% | $5,352+43.0% |
| Admin fee / account holder | $937 | $7,403-87.3% | $4,821-80.6% | $9,541-90.2% |