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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 | $64,387 | $95,895-32.9% | $79,576-19.1% | $134,509-52.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.41% | -2.72%-15.7pp | 0.15%-18.6pp | 418.13%-436.5pp |
| Employer contribution / active EE | $2,091 | $3,128-33.2% | $2,413-13.3% | $4,741-55.9% |
| Participant deferral / active EE | $5,171 | $4,693+10.2% | $3,985+29.8% | $6,400-19.2% |
| Admin fee / account holder | $535 | $9,129-94.1% | $6,834-92.2% | $11,427-95.3% |