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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 | $51,123 | $105,867-51.7% | $90,760-43.7% | $134,532-62.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.22% | -10.99%-9.2pp | -12.16%-8.1pp | 418.27%-438.5pp |
| Employer contribution / active EE | $12,978 | $3,464+274.7% | $2,922+344.2% | $4,741+173.7% |
| Participant deferral / active EE | $12,292 | $5,217+135.6% | $4,565+169.3% | $6,401+92.0% |
| Admin fee / account holder | $16,062 | $13,936+15.3% | $8,444+90.2% | $11,429+40.5% |