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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 | $34,169 | $95,917-64.4% | $79,583-57.1% | $134,545-74.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.94% | -2.70%-17.2pp | 0.16%-20.1pp | 418.37%-438.3pp |
| Employer contribution / active EE | $1,309 | $3,129-58.2% | $2,414-45.8% | $4,742-72.4% |
| Participant deferral / active EE | $7,622 | $4,694+62.4% | $3,986+91.2% | $6,401+19.1% |
| Admin fee / account holder | $19,633 | $9,132+115.0% | $6,835+187.2% | $11,431+71.8% |