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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 | $32,558 | $82,314-60.4% | $68,808-52.7% | $134,532-75.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.87% | -2.18%-15.7pp | -6.37%-11.5pp | 418.27%-436.1pp |
| Employer contribution / active EE | $3,537 | $3,301+7.1% | $2,656+33.2% | $4,741-25.4% |
| Participant deferral / active EE | $3,853 | $4,740-18.7% | $3,942-2.3% | $6,401-39.8% |
| Admin fee / account holder | $4,258 | $6,484-34.3% | $4,936-13.7% | $11,429-62.7% |