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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 | $20,828 | $142,409-85.4% | $119,634-82.6% | $134,545-84.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.88% | -12.46%-2.4pp | -14.98%+0.1pp | 418.37%-433.2pp |
| Employer contribution / active EE | $13,602 | $5,224+160.4% | $4,232+221.4% | $4,742+186.9% |
| Participant deferral / active EE | $6,180 | $6,468-4.4% | $5,601+10.3% | $6,401-3.4% |
| Admin fee / account holder | $78,663 | $13,594+478.6% | $10,329+661.6% | $11,431+588.2% |