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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 | $45,860 | $95,917-52.2% | $79,583-42.4% | $134,545-65.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.79% | -2.70%-14.1pp | 0.16%-17.0pp | 418.37%-435.2pp |
| Employer contribution / active EE | $2,920 | $3,129-6.7% | $2,414+21.0% | $4,742-38.4% |
| Participant deferral / active EE | $3,647 | $4,694-22.3% | $3,986-8.5% | $6,401-43.0% |
| Admin fee / account holder | $1,282 | $9,132-86.0% | $6,835-81.3% | $11,431-88.8% |