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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 | $109,282 | $105,866+3.2% | $90,766+20.4% | $134,545-18.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.57% | -10.99%-4.6pp | -12.16%-3.4pp | 418.37%-433.9pp |
| Employer contribution / active EE | $14,408 | $3,464+316.0% | $2,922+393.1% | $4,742+203.9% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $770 | $13,938-94.5% | $8,446-90.9% | $11,431-93.3% |