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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 | $74,259 | $95,895-22.6% | $79,576-6.7% | $134,509-44.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.44% | -2.72%-14.7pp | 0.15%-17.6pp | 418.13%-435.6pp |
| Employer contribution / active EE | $2,330 | $3,128-25.5% | $2,413-3.5% | $4,741-50.9% |
| Participant deferral / active EE | $6,371 | $4,693+35.7% | $3,985+59.9% | $6,400-0.5% |
| Admin fee / account holder | $13,929 | $9,129+52.6% | $6,834+103.8% | $11,427+21.9% |