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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 | $23,233 | $167,362-86.1% | $143,799-83.8% | $134,532-82.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.85% | 0.47%-16.3pp | -0.04%-15.8pp | 418.27%-434.1pp |
| Employer contribution / active EE | $10,914 | $5,620+94.2% | $4,952+120.4% | $4,741+130.2% |
| Participant deferral / active EE | $5,313 | $6,447-17.6% | $5,638-5.8% | $6,401-17.0% |
| Admin fee / account holder | $565 | $18,094-96.9% | $14,677-96.2% | $11,429-95.1% |