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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 | $23,070 | $105,861-78.2% | $90,756-74.6% | $134,509-82.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.00% | -10.99%-7.0pp | -12.16%-5.8pp | 418.13%-436.1pp |
| Employer contribution / active EE | $3,645 | $3,463+5.3% | $2,922+24.8% | $4,741-23.1% |
| Participant deferral / active EE | $6,974 | $5,217+33.7% | $4,565+52.8% | $6,400+9.0% |
| Admin fee / account holder | $604 | $13,938-95.7% | $8,445-92.9% | $11,427-94.7% |