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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 | $31,274 | $95,917-67.4% | $79,583-60.7% | $134,545-76.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.56% | -2.70%-10.9pp | 0.16%-13.7pp | 418.37%-431.9pp |
| Employer contribution / active EE | $1,194 | $3,129-61.9% | $2,414-50.5% | $4,742-74.8% |
| Participant deferral / active EE | $2,129 | $4,694-54.7% | $3,986-46.6% | $6,401-66.7% |
| Admin fee / account holder | $3,592 | $9,132-60.7% | $6,835-47.4% | $11,431-68.6% |