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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 | $57,468 | $95,917-40.1% | $79,583-27.8% | $134,545-57.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.27% | -2.70%-15.6pp | 0.16%-18.4pp | 418.37%-436.6pp |
| Employer contribution / active EE | $1,462 | $3,129-53.3% | $2,414-39.4% | $4,742-69.2% |
| Participant deferral / active EE | $10,583 | $4,694+125.5% | $3,986+165.5% | $6,401+65.3% |
| Admin fee / account holder | $528 | $9,132-94.2% | $6,835-92.3% | $11,431-95.4% |