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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 | $60,215 | $95,188-36.7% | $76,518-21.3% | $135,380-55.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.47% | 4.85%-14.3pp | -0.27%-9.2pp | 519.81%-529.3pp |
| Employer contribution / active EE | $8,843 | $3,303+167.8% | $2,647+234.1% | $4,779+85.1% |
| Participant deferral / active EE | $10,315 | $4,640+122.3% | $3,836+168.9% | $5,609+83.9% |
| Admin fee / account holder | $599 | $6,249-90.4% | $4,849-87.6% | $10,828-94.5% |