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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 | $66,431 | $158,852-58.2% | $121,220-45.2% | $135,380-50.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -8.59% | -0.64%-8.0pp | 16.94%-25.5pp | 519.81%-528.4pp |
| Employer contribution / active EE | $12,500 | $5,666+120.6% | $4,023+210.7% | $4,779+161.6% |
| Participant deferral / active EE | $7,260 | $4,006+81.2% | $3,345+117.0% | $5,609+29.4% |
| Admin fee / account holder | $1,025 | $6,515-84.3% | $5,021-79.6% | $10,828-90.5% |