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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 | $43,837 | $95,917-54.3% | $79,583-44.9% | $134,545-67.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.73% | -2.70%-14.0pp | 0.16%-16.9pp | 418.37%-435.1pp |
| Employer contribution / active EE | $1,252 | $3,129-60.0% | $2,414-48.1% | $4,742-73.6% |
| Participant deferral / active EE | $1,882 | $4,694-59.9% | $3,986-52.8% | $6,401-70.6% |
| Admin fee / account holder | $1,120 | $9,132-87.7% | $6,835-83.6% | $11,431-90.2% |