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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 | $74,180 | $95,915-22.7% | $79,580-6.8% | $134,532-44.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.93% | -2.71%-9.2pp | 0.15%-12.1pp | 418.27%-430.2pp |
| Employer contribution / active EE | $1,678 | $3,129-46.4% | $2,413-30.5% | $4,741-64.6% |
| Participant deferral / active EE | $4,169 | $4,693-11.2% | $3,985+4.6% | $6,401-34.9% |
| Admin fee / account holder | $30,408 | $9,132+233.0% | $6,835+344.9% | $11,429+166.1% |