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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 | $25,853 | $95,917-73.0% | $79,583-67.5% | $134,545-80.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.58% | -2.70%-12.9pp | 0.16%-15.7pp | 418.37%-434.0pp |
| Employer contribution / active EE | $5,545 | $3,129+77.2% | $2,414+129.7% | $4,742+16.9% |
| Participant deferral / active EE | $5,509 | $4,694+17.4% | $3,986+38.2% | $6,401-13.9% |
| Admin fee / account holder | $307 | $9,132-96.6% | $6,835-95.5% | $11,431-97.3% |