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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 | $95,895-67.2% | $79,576-60.4% | $134,509-76.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.85% | -2.72%-12.1pp | 0.15%-15.0pp | 418.13%-433.0pp |
| Employer contribution / active EE | $3,950 | $3,128+26.3% | $2,413+63.7% | $4,741-16.7% |
| Participant deferral / active EE | $12,313 | $4,693+162.3% | $3,985+209.0% | $6,400+92.4% |
| Admin fee / account holder | $850 | $9,129-90.7% | $6,834-87.6% | $11,427-92.6% |