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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 | $15,350 | $95,917-84.0% | $79,583-80.7% | $134,545-88.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -7.37% | -2.70%-4.7pp | 0.16%-7.5pp | 418.37%-425.7pp |
| Employer contribution / active EE | $1,903 | $3,129-39.2% | $2,414-21.2% | $4,742-59.9% |
| Participant deferral / active EE | $3,369 | $4,694-28.2% | $3,986-15.5% | $6,401-47.4% |
| Admin fee / account holder | $856 | $9,132-90.6% | $6,835-87.5% | $11,431-92.5% |