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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 | $20,477 | $85,790-76.1% | $67,313-69.6% | $135,380-84.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.65% | -0.54%-8.1pp | -4.08%-4.6pp | 519.81%-528.5pp |
| Employer contribution / active EE | $3,796 | $3,487+8.9% | $2,566+48.0% | $4,779-20.6% |
| Participant deferral / active EE | $5,061 | $4,651+8.8% | $3,568+41.8% | $5,609-9.8% |
| Admin fee / account holder | $1,620 | $6,392-74.7% | $4,507-64.1% | $10,828-85.0% |