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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 | $95,867-44.1% | $79,551-32.6% | $134,493-60.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.08% | -2.73%-10.3pp | 0.14%-13.2pp | 418.01%-431.1pp |
| Employer contribution / active EE | $12,535 | $3,128+300.8% | $2,413+419.5% | $4,740+164.5% |
| Participant deferral / active EE | $5,857 | $4,692+24.8% | $3,985+47.0% | $6,400-8.5% |
| Admin fee / account holder | $443 | $9,127-95.1% | $6,833-93.5% | $11,425-96.1% |