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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 | $23,994 | $167,533-85.7% | $151,645-84.2% | $134,545-82.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.20% | 7.81%-24.0pp | 3.34%-19.5pp | 418.37%-434.6pp |
| Employer contribution / active EE | $13,021 | $6,828+90.7% | $6,165+111.2% | $4,742+174.6% |
| Participant deferral / active EE | $11,286 | $8,985+25.6% | $8,363+35.0% | $6,401+76.3% |
| Admin fee / account holder | $407,402 | $13,781+2856.4% | $11,614+3407.9% | $11,431+3464.1% |