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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 | $21,175 | $82,674-74.4% | $125,358-83.1% | $68,498-69.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.93% | -5.97%-11.0pp | 572.03%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $6,829 | $3,381+102.0% | $4,814+41.9% | $2,596+163.0% |
| Participant deferral / active EE | $12,625 | $6,111+106.6% | $7,447+69.5% | $4,027+213.5% |
| Admin fee / account holder | $2,195 | $6,276-65.0% | $10,007-78.1% | $5,403-59.4% |