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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 | $24,878 | $95,917-74.1% | $79,583-68.7% | $134,545-81.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -12.81% | -2.70%-10.1pp | 0.16%-13.0pp | 418.37%-431.2pp |
| Employer contribution / active EE | $6,250 | $3,129+99.7% | $2,414+158.9% | $4,742+31.8% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $377 | $9,132-95.9% | $6,835-94.5% | $11,431-96.7% |