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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 | $44,895 | $82,314-45.5% | $68,808-34.8% | $134,532-66.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.15% | -2.18%-17.0pp | -6.37%-12.8pp | 418.27%-437.4pp |
| Employer contribution / active EE | $1,840 | $3,301-44.3% | $2,656-30.7% | $4,741-61.2% |
| Participant deferral / active EE | $1,928 | $4,740-59.3% | $3,942-51.1% | $6,401-69.9% |
| Admin fee / account holder | $1,324 | $6,484-79.6% | $4,936-73.2% | $11,429-88.4% |