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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 | $29,405 | $95,917-69.3% | $79,583-63.1% | $134,545-78.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.69% | -2.70%-17.0pp | 0.16%-19.9pp | 418.37%-438.1pp |
| Employer contribution / active EE | $2,727 | $3,129-12.8% | $2,414+13.0% | $4,742-42.5% |
| Participant deferral / active EE | $2,197 | $4,694-53.2% | $3,986-44.9% | $6,401-65.7% |
| Admin fee / account holder | $4,187 | $9,132-54.2% | $6,835-38.7% | $11,431-63.4% |