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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 | $63,777 | $95,917-33.5% | $79,583-19.9% | $134,545-52.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.03% | -2.70%-15.3pp | 0.16%-18.2pp | 418.37%-436.4pp |
| Employer contribution / active EE | $10,431 | $3,129+233.4% | $2,414+332.2% | $4,742+120.0% |
| Participant deferral / active EE | $5,697 | $4,694+21.4% | $3,986+42.9% | $6,401-11.0% |
| Admin fee / account holder | $603 | $9,132-93.4% | $6,835-91.2% | $11,431-94.7% |