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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 | $39,804 | $95,895-58.5% | $79,576-50.0% | $134,509-70.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -8.07% | -2.72%-5.4pp | 0.15%-8.2pp | 418.13%-426.2pp |
| Employer contribution / active EE | $1,928 | $3,128-38.4% | $2,413-20.1% | $4,741-59.3% |
| Participant deferral / active EE | $3,847 | $4,693-18.0% | $3,985-3.5% | $6,400-39.9% |
| Admin fee / account holder | $3,325 | $9,129-63.6% | $6,834-51.3% | $11,427-70.9% |