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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 | $31,473 | $95,915-67.2% | $79,580-60.5% | $134,532-76.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.85% | -2.71%-12.1pp | 0.15%-15.0pp | 418.27%-433.1pp |
| Employer contribution / active EE | $3,950 | $3,129+26.2% | $2,413+63.7% | $4,741-16.7% |
| Participant deferral / active EE | $12,313 | $4,693+162.3% | $3,985+208.9% | $6,401+92.4% |
| Admin fee / account holder | $850 | $9,132-90.7% | $6,835-87.6% | $11,429-92.6% |