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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 | $60,568 | $95,188-36.4% | $76,518-20.8% | $135,380-55.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.80% | 4.85%-11.6pp | -0.27%-6.5pp | 519.81%-526.6pp |
| Employer contribution / active EE | $9,196 | $3,303+178.4% | $2,647+247.4% | $4,779+92.4% |
| Participant deferral / active EE | $9,936 | $4,640+114.1% | $3,836+159.0% | $5,609+77.1% |
| Admin fee / account holder | $366 | $6,249-94.1% | $4,849-92.5% | $10,828-96.6% |