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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 | $48,733 | $95,915-49.2% | $79,580-38.8% | $134,532-63.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.48% | -2.71%-17.8pp | 0.15%-20.6pp | 418.27%-438.7pp |
| Employer contribution / active EE | $2,265 | $3,129-27.6% | $2,413-6.2% | $4,741-52.2% |
| Participant deferral / active EE | $5,842 | $4,693+24.5% | $3,985+46.6% | $6,401-8.7% |
| Admin fee / account holder | $1,769 | $9,132-80.6% | $6,835-74.1% | $11,429-84.5% |