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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 | $52,013 | $95,188-45.4% | $76,518-32.0% | $135,380-61.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.11% | 4.85%-13.0pp | -0.27%-7.8pp | 519.81%-527.9pp |
| Employer contribution / active EE | $14,685 | $3,303+344.6% | $2,647+454.7% | $4,779+207.3% |
| Participant deferral / active EE | $7,988 | $4,640+72.2% | $3,836+108.2% | $5,609+42.4% |
| Admin fee / account holder | $756 | $6,249-87.9% | $4,849-84.4% | $10,828-93.0% |