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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 | $15,410 | $95,915-83.9% | $79,580-80.6% | $134,532-88.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.22% | -2.71%-12.5pp | 0.15%-15.4pp | 418.27%-433.5pp |
| Employer contribution / active EE | $2,171 | $3,129-30.6% | $2,413-10.1% | $4,741-54.2% |
| Participant deferral / active EE | $11,607 | $4,693+147.3% | $3,985+191.2% | $6,401+81.3% |
| Admin fee / account holder | $1,656 | $9,132-81.9% | $6,835-75.8% | $11,429-85.5% |