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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 | $23,442 | $82,314-71.5% | $68,808-65.9% | $134,532-82.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.02% | -2.18%-17.8pp | -6.37%-13.7pp | 418.27%-438.3pp |
| Employer contribution / active EE | $1,474 | $3,301-55.3% | $2,656-44.5% | $4,741-68.9% |
| Participant deferral / active EE | $5,498 | $4,740+16.0% | $3,942+39.5% | $6,401-14.1% |
| Admin fee / account holder | $790 | $6,484-87.8% | $4,936-84.0% | $11,429-93.1% |