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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 | $71,778 | $95,917-25.2% | $79,583-9.8% | $134,545-46.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.87% | -2.70%-11.2pp | 0.16%-14.0pp | 418.37%-432.2pp |
| Employer contribution / active EE | $2,972 | $3,129-5.0% | $2,414+23.1% | $4,742-37.3% |
| Participant deferral / active EE | $7,028 | $4,694+49.7% | $3,986+76.3% | $6,401+9.8% |
| Admin fee / account holder | $17,078 | $9,132+87.0% | $6,835+149.9% | $11,431+49.4% |