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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 | $23,583 | $82,678-71.5% | $125,391-81.2% | $68,490-65.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.53% | -5.97%-8.6pp | 572.41%-586.9pp | -7.85%-6.7pp |
| Employer contribution / active EE | $6,540 | $3,382+93.4% | $4,816+35.8% | $2,597+151.9% |
| Participant deferral / active EE | $3,195 | $6,111-47.7% | $7,448-57.1% | $4,028-20.7% |
| Admin fee / account holder | $516 | $6,277-91.8% | $10,009-94.8% | $5,403-90.5% |