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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 | $36,721 | $95,895-61.7% | $79,576-53.9% | $134,509-72.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.08% | -2.72%-17.4pp | 0.15%-20.2pp | 418.13%-438.2pp |
| Employer contribution / active EE | $3,970 | $3,128+26.9% | $2,413+64.5% | $4,741-16.3% |
| Participant deferral / active EE | $4,317 | $4,693-8.0% | $3,985+8.3% | $6,400-32.5% |
| Admin fee / account holder | $488 | $9,129-94.6% | $6,834-92.9% | $11,427-95.7% |