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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 | $27,151 | $95,917-71.7% | $79,583-65.9% | $134,545-79.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.83% | -2.70%-13.1pp | 0.16%-16.0pp | 418.37%-434.2pp |
| Employer contribution / active EE | $4,074 | $3,129+30.2% | $2,414+68.8% | $4,742-14.1% |
| Participant deferral / active EE | $5,830 | $4,694+24.2% | $3,986+46.3% | $6,401-8.9% |
| Admin fee / account holder | $1,975 | $9,132-78.4% | $6,835-71.1% | $11,431-82.7% |