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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 | $80,218 | $95,915-16.4% | $79,580+0.8% | $134,532-40.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.81% | -2.71%-12.1pp | 0.15%-15.0pp | 418.27%-433.1pp |
| Employer contribution / active EE | $1,589 | $3,129-49.2% | $2,413-34.1% | $4,741-66.5% |
| Participant deferral / active EE | $3,476 | $4,693-25.9% | $3,985-12.8% | $6,401-45.7% |
| Admin fee / account holder | $708 | $9,132-92.2% | $6,835-89.6% | $11,429-93.8% |