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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 | $36,368 | $84,518-57.0% | $67,704-46.3% | $125,389-71.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -3.67% | 2.57%-6.2pp | 25.41%-29.1pp | 282.24%-285.9pp |
| Employer contribution / active EE | $15,748 | $3,292+378.3% | $2,559+515.3% | $4,866+223.6% |
| Participant deferral / active EE | $1,921 | $4,430-56.6% | $3,585-46.4% | $5,352-64.1% |
| Admin fee / account holder | $1,716 | $5,340-67.9% | $4,255-59.7% | $9,541-82.0% |