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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 | $83,875 | $95,917-12.6% | $79,583+5.4% | $134,545-37.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.26% | -2.70%-16.6pp | 0.16%-19.4pp | 418.37%-437.6pp |
| Employer contribution / active EE | $1,098 | $3,129-64.9% | $2,414-54.5% | $4,742-76.8% |
| Participant deferral / active EE | $5,201 | $4,694+10.8% | $3,986+30.5% | $6,401-18.8% |
| Admin fee / account holder | $3,646 | $9,132-60.1% | $6,835-46.7% | $11,431-68.1% |