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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 | $53,637 | $95,917-44.1% | $79,583-32.6% | $134,545-60.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.08% | -2.70%-10.4pp | 0.16%-13.2pp | 418.37%-431.4pp |
| Employer contribution / active EE | $12,535 | $3,129+300.6% | $2,414+419.3% | $4,742+164.4% |
| Participant deferral / active EE | $5,857 | $4,694+24.8% | $3,986+47.0% | $6,401-8.5% |
| Admin fee / account holder | $443 | $9,132-95.1% | $6,835-93.5% | $11,431-96.1% |