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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 | $24,505 | $95,895-74.4% | $79,576-69.2% | $134,509-81.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.25% | -2.72%-12.5pp | 0.15%-15.4pp | 418.13%-433.4pp |
| Employer contribution / active EE | $2,550 | $3,128-18.5% | $2,413+5.7% | $4,741-46.2% |
| Participant deferral / active EE | $10,396 | $4,693+121.5% | $3,985+160.9% | $6,400+62.4% |
| Admin fee / account holder | $3,536 | $9,129-61.3% | $6,834-48.3% | $11,427-69.1% |