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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 | $69,793 | $95,917-27.2% | $79,583-12.3% | $134,545-48.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.53% | -2.70%-8.8pp | 0.16%-11.7pp | 418.37%-429.9pp |
| Employer contribution / active EE | $10,302 | $3,129+229.2% | $2,414+326.8% | $4,742+117.3% |
| Participant deferral / active EE | $6,836 | $4,694+45.6% | $3,986+71.5% | $6,401+6.8% |
| Admin fee / account holder | $499 | $9,132-94.5% | $6,835-92.7% | $11,431-95.6% |