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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 | $10,216 | $95,915-89.3% | $79,580-87.2% | $134,532-92.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.26% | -2.71%-15.6pp | 0.15%-18.4pp | 418.27%-436.5pp |
| Employer contribution / active EE | $1,485 | $3,129-52.5% | $2,413-38.5% | $4,741-68.7% |
| Participant deferral / active EE | $2,628 | $4,693-44.0% | $3,985-34.0% | $6,401-58.9% |
| Admin fee / account holder | $540 | $9,132-94.1% | $6,835-92.1% | $11,429-95.3% |