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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 | $40,659 | $87,016-53.3% | $63,244-35.7% | $125,389-67.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -2.42% | 21.71%-24.1pp | -70.31%+67.9pp | 282.24%-284.7pp |
| Employer contribution / active EE | $2,516 | $3,601-30.1% | $2,322+8.4% | $4,866-48.3% |
| Participant deferral / active EE | $7,909 | $3,939+100.8% | $2,953+167.8% | $5,352+47.8% |
| Admin fee / account holder | $3,314 | $11,954-72.3% | $5,893-43.8% | $9,541-65.3% |