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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 | $57,841 | $100,805-42.6% | $86,698-33.3% | $134,532-57.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.10% | 29.09%-45.2pp | 35.95%-52.0pp | 418.27%-434.4pp |
| Employer contribution / active EE | $8,756 | $3,490+150.9% | $2,837+208.7% | $4,741+84.7% |
| Participant deferral / active EE | $15,013 | $5,339+181.2% | $4,656+222.4% | $6,401+134.5% |
| Admin fee / account holder | $1,034 | $10,925-90.5% | $7,493-86.2% | $11,429-91.0% |