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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 | $19,960 | $68,996-71.1% | $159,991-87.5% | $68,495-70.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -11.23% | -9.65%-1.6pp | 408.82%-420.1pp | -7.84%-3.4pp |
| Employer contribution / active EE | $5,585 | $2,212+152.4% | $4,225+32.2% | $2,596+115.1% |
| Participant deferral / active EE | $6,833 | $4,211+62.3% | $6,183+10.5% | $4,028+69.7% |
| Admin fee / account holder | $331 | $4,797-93.1% | $8,715-96.2% | $5,403-93.9% |