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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 | $34,713 | $95,915-63.8% | $79,580-56.4% | $134,532-74.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.30% | -2.71%-16.6pp | 0.15%-19.5pp | 418.27%-437.6pp |
| Employer contribution / active EE | $1,740 | $3,129-44.4% | $2,413-27.9% | $4,741-63.3% |
| Participant deferral / active EE | $8,541 | $4,693+82.0% | $3,985+114.3% | $6,401+33.4% |
| Admin fee / account holder | $2,226 | $9,132-75.6% | $6,835-67.4% | $11,429-80.5% |