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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 | $43,605 | $82,314-47.0% | $68,808-36.6% | $134,532-67.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.06% | -2.18%-12.9pp | -6.37%-8.7pp | 418.27%-433.3pp |
| Employer contribution / active EE | $2,764 | $3,301-16.3% | $2,656+4.1% | $4,741-41.7% |
| Participant deferral / active EE | $5,377 | $4,740+13.4% | $3,942+36.4% | $6,401-16.0% |
| Admin fee / account holder | $1,377 | $6,484-78.8% | $4,936-72.1% | $11,429-88.0% |