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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 | $37,162 | $82,674-55.1% | $125,363-70.4% | $68,495-45.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.09% | -5.97%-10.1pp | 572.15%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $9,737 | $3,382+187.9% | $4,815+102.2% | $2,596+275.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,059 | $6,276+12.5% | $10,005-29.4% | $5,403+30.7% |