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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 | $24,691 | $95,917-74.3% | $79,583-69.0% | $134,545-81.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.60% | -2.70%-17.9pp | 0.16%-20.8pp | 418.37%-439.0pp |
| Employer contribution / active EE | $1,769 | $3,129-43.5% | $2,414-26.7% | $4,742-62.7% |
| Participant deferral / active EE | $2,915 | $4,694-37.9% | $3,986-26.9% | $6,401-54.5% |
| Admin fee / account holder | $470 | $9,132-94.9% | $6,835-93.1% | $11,431-95.9% |