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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 | $26,220 | $90,448-71.0% | $93,786-72.0% | $134,545-80.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -19.54% | -15.71%-3.8pp | -11.32%-8.2pp | 418.37%-437.9pp |
| Employer contribution / active EE | $9,855 | $4,349+126.6% | $4,328+127.7% | $4,742+107.8% |
| Participant deferral / active EE | $7,949 | $5,983+32.9% | $6,100+30.3% | $6,401+24.2% |
| Admin fee / account holder | $327 | $9,232-96.5% | $7,184-95.4% | $11,431-97.1% |