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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 | $66,345 | $95,895-30.8% | $79,576-16.6% | $134,509-50.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.20% | -2.72%-17.5pp | 0.15%-20.4pp | 418.13%-438.3pp |
| Employer contribution / active EE | $10,708 | $3,128+242.3% | $2,413+343.7% | $4,741+125.9% |
| Participant deferral / active EE | $9,092 | $4,693+93.7% | $3,985+128.1% | $6,400+42.0% |
| Admin fee / account holder | $1,411 | $9,129-84.5% | $6,834-79.4% | $11,427-87.7% |