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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 | $103,927 | $142,361-27.0% | $119,608-13.1% | $134,509-22.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.26% | -12.46%-1.8pp | -14.98%+0.7pp | 418.13%-432.4pp |
| Employer contribution / active EE | $7,500 | $5,224+43.6% | $4,232+77.2% | $4,741+58.2% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,400 | $13,588-89.7% | $10,326-86.4% | $11,427-87.7% |