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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 | $20,899 | $95,917-78.2% | $79,583-73.7% | $134,545-84.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.55% | -2.70%-14.8pp | 0.16%-17.7pp | 418.37%-435.9pp |
| Employer contribution / active EE | $10,335 | $3,129+230.3% | $2,414+328.2% | $4,742+118.0% |
| Participant deferral / active EE | $6,773 | $4,694+44.3% | $3,986+69.9% | $6,401+5.8% |
| Admin fee / account holder | $626 | $9,132-93.1% | $6,835-90.8% | $11,431-94.5% |