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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 | $32,503 | $90,467-64.1% | $93,759-65.3% | $134,509-75.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.85% | -15.72%-1.1pp | -11.33%-5.5pp | 418.13%-435.0pp |
| Employer contribution / active EE | $13,989 | $4,345+221.9% | $4,324+223.5% | $4,741+195.1% |
| Participant deferral / active EE | $11,120 | $5,980+85.9% | $6,096+82.4% | $6,400+73.7% |
| Admin fee / account holder | $326 | $9,258-96.5% | $7,197-95.5% | $11,427-97.1% |