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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 | $54,507 | $100,811-45.9% | $86,698-37.1% | $134,545-59.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -7.11% | 29.11%-36.2pp | 35.96%-43.1pp | 418.37%-425.5pp |
| Employer contribution / active EE | $13,409 | $3,490+284.2% | $2,837+372.7% | $4,742+182.8% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,909 | $10,926-18.5% | $7,492+18.9% | $11,431-22.1% |