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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 | $31,776 | $95,915-66.9% | $79,580-60.1% | $134,532-76.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.12% | -2.71%-16.4pp | 0.15%-19.3pp | 418.27%-437.4pp |
| Employer contribution / active EE | $2,301 | $3,129-26.5% | $2,413-4.7% | $4,741-51.5% |
| Participant deferral / active EE | $5,496 | $4,693+17.1% | $3,985+37.9% | $6,401-14.1% |
| Admin fee / account holder | $1,551 | $9,132-83.0% | $6,835-77.3% | $11,429-86.4% |