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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 | $30,819 | $95,915-67.9% | $79,580-61.3% | $134,532-77.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.87% | -2.71%-9.2pp | 0.15%-12.0pp | 418.27%-430.1pp |
| Employer contribution / active EE | $4,003 | $3,129+28.0% | $2,413+65.9% | $4,741-15.6% |
| Participant deferral / active EE | $7,805 | $4,693+66.3% | $3,985+95.8% | $6,401+21.9% |
| Admin fee / account holder | $7,715 | $9,132-15.5% | $6,835+12.9% | $11,429-32.5% |