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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 | $35,333 | $129,960-72.8% | $104,299-66.1% | $134,545-73.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.02% | 42.06%-62.1pp | 24.62%-44.6pp | 418.37%-438.4pp |
| Employer contribution / active EE | $18,585 | $4,186+344.0% | $3,373+451.0% | $4,742+292.0% |
| Participant deferral / active EE | $13,333 | $5,589+138.5% | $4,626+188.2% | $6,401+108.3% |
| Admin fee / account holder | $14,248 | $9,324+52.8% | $7,339+94.1% | $11,431+24.6% |