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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 | $30,504 | $95,915-68.2% | $79,580-61.7% | $134,532-77.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.63% | -2.71%-15.9pp | 0.15%-18.8pp | 418.27%-436.9pp |
| Employer contribution / active EE | $3,524 | $3,129+12.6% | $2,413+46.0% | $4,741-25.7% |
| Participant deferral / active EE | $4,418 | $4,693-5.9% | $3,985+10.9% | $6,401-31.0% |
| Admin fee / account holder | $601 | $9,132-93.4% | $6,835-91.2% | $11,429-94.7% |