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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 | $47,088 | $95,917-50.9% | $79,583-40.8% | $134,545-65.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.94% | -2.70%-13.2pp | 0.16%-16.1pp | 418.37%-434.3pp |
| Employer contribution / active EE | $2,994 | $3,129-4.3% | $2,414+24.0% | $4,742-36.9% |
| Participant deferral / active EE | $10,018 | $4,694+113.4% | $3,986+151.3% | $6,401+56.5% |
| Admin fee / account holder | $535 | $9,132-94.1% | $6,835-92.2% | $11,431-95.3% |