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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 | $35,021 | $95,915-63.5% | $79,580-56.0% | $134,532-74.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.69% | -2.71%-11.0pp | 0.15%-13.8pp | 418.27%-432.0pp |
| Employer contribution / active EE | $1,576 | $3,129-49.6% | $2,413-34.7% | $4,741-66.8% |
| Participant deferral / active EE | $3,674 | $4,693-21.7% | $3,985-7.8% | $6,401-42.6% |
| Admin fee / account holder | $37,709 | $9,132+312.9% | $6,835+451.7% | $11,429+230.0% |