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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 | $41,876 | $95,895-56.3% | $79,576-47.4% | $134,509-68.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.14% | -2.72%-12.4pp | 0.15%-15.3pp | 418.13%-433.3pp |
| Employer contribution / active EE | $4,524 | $3,128+44.6% | $2,413+87.5% | $4,741-4.6% |
| Participant deferral / active EE | $2,900 | $4,693-38.2% | $3,985-27.2% | $6,400-54.7% |
| Admin fee / account holder | $783 | $9,129-91.4% | $6,834-88.5% | $11,427-93.1% |