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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 | $31,296 | $95,917-67.4% | $79,583-60.7% | $134,545-76.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.26% | -2.70%-10.6pp | 0.16%-13.4pp | 418.37%-431.6pp |
| Employer contribution / active EE | $3,392 | $3,129+8.4% | $2,414+40.5% | $4,742-28.5% |
| Participant deferral / active EE | $3,075 | $4,694-34.5% | $3,986-22.8% | $6,401-52.0% |
| Admin fee / account holder | $20,205 | $9,132+121.3% | $6,835+195.6% | $11,431+76.8% |