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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 | $88,437 | $95,895-7.8% | $79,576+11.1% | $134,509-34.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.83% | -2.72%-13.1pp | 0.15%-16.0pp | 418.13%-434.0pp |
| Employer contribution / active EE | $1,326 | $3,128-57.6% | $2,413-45.0% | $4,741-72.0% |
| Participant deferral / active EE | $2,572 | $4,693-45.2% | $3,985-35.5% | $6,400-59.8% |
| Admin fee / account holder | $2,707 | $9,129-70.3% | $6,834-60.4% | $11,427-76.3% |