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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 | $56,266 | $82,324-31.7% | $68,803-18.2% | $134,545-58.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.81% | -2.17%-9.6pp | -6.37%-5.4pp | 418.37%-430.2pp |
| Employer contribution / active EE | $11,223 | $3,302+239.9% | $2,656+322.6% | $4,742+136.7% |
| Participant deferral / active EE | $2,230 | $4,740-52.9% | $3,942-43.4% | $6,401-65.2% |
| Admin fee / account holder | $902 | $6,485-86.1% | $4,936-81.7% | $11,431-92.1% |