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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 | $23,306 | $99,032-76.5% | $80,022-70.9% | $135,380-82.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.69% | 15.39%-21.1pp | 11.22%-16.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $5,221 | $3,043+71.6% | $2,468+111.6% | $4,779+9.3% |
| Participant deferral / active EE | $4,842 | $4,282+13.1% | $3,686+31.4% | $5,609-13.7% |
| Admin fee / account holder | $11,372 | $10,436+9.0% | $6,521+74.4% | $10,828+5.0% |