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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 | $19,376 | $97,020-80.0% | $83,327-76.7% | $135,380-85.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.08% | 12.31%-16.4pp | 10.64%-14.7pp | 519.81%-523.9pp |
| Employer contribution / active EE | $10,562 | $4,144+154.9% | $3,379+212.6% | $4,779+121.0% |
| Participant deferral / active EE | $27,326 | $5,964+358.2% | $5,565+391.0% | $5,609+387.2% |
| Admin fee / account holder | $55,975 | $8,426+564.3% | $7,540+642.3% | $10,828+416.9% |