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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 | $30,161 | $95,917-68.6% | $79,583-62.1% | $134,545-77.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.43% | -2.70%-13.7pp | 0.16%-16.6pp | 418.37%-434.8pp |
| Employer contribution / active EE | $5,981 | $3,129+91.1% | $2,414+147.8% | $4,742+26.1% |
| Participant deferral / active EE | $4,985 | $4,694+6.2% | $3,986+25.1% | $6,401-22.1% |
| Admin fee / account holder | $1,277 | $9,132-86.0% | $6,835-81.3% | $11,431-88.8% |