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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 | $54,038 | $82,314-34.4% | $68,808-21.5% | $134,532-59.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.32% | -2.18%-13.1pp | -6.37%-9.0pp | 418.27%-433.6pp |
| Employer contribution / active EE | $1,093 | $3,301-66.9% | $2,656-58.9% | $4,741-77.0% |
| Participant deferral / active EE | $7,285 | $4,740+53.7% | $3,942+84.8% | $6,401+13.8% |
| Admin fee / account holder | $76,836 | $6,484+1085.0% | $4,936+1456.7% | $11,429+572.3% |