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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 | $21,932 | $95,895-77.1% | $79,576-72.4% | $134,509-83.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.52% | -2.72%-10.8pp | 0.15%-13.7pp | 418.13%-431.7pp |
| Employer contribution / active EE | $14,426 | $3,128+361.1% | $2,413+497.8% | $4,741+204.3% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,993 | $9,129-34.4% | $6,834-12.3% | $11,427-47.6% |