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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 | $53,120 | $95,917-44.6% | $79,583-33.3% | $134,545-60.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.55% | -2.70%-17.8pp | 0.16%-20.7pp | 418.37%-438.9pp |
| Employer contribution / active EE | $3,026 | $3,129-3.3% | $2,414+25.4% | $4,742-36.2% |
| Participant deferral / active EE | $9,405 | $4,694+100.4% | $3,986+136.0% | $6,401+46.9% |
| Admin fee / account holder | $499 | $9,132-94.5% | $6,835-92.7% | $11,431-95.6% |