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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 | $38,590 | $95,917-59.8% | $79,583-51.5% | $134,545-71.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.96% | -2.70%-16.3pp | 0.16%-19.1pp | 418.37%-437.3pp |
| Employer contribution / active EE | $6,413 | $3,129+104.9% | $2,414+165.7% | $4,742+35.2% |
| Participant deferral / active EE | $11,319 | $4,694+141.1% | $3,986+184.0% | $6,401+76.8% |
| Admin fee / account holder | $51,846 | $9,132+467.7% | $6,835+658.5% | $11,431+353.6% |