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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 | $70,938 | $100,805-29.6% | $86,698-18.2% | $134,532-47.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.12% | 29.09%-40.2pp | 35.95%-47.1pp | 418.27%-429.4pp |
| Employer contribution / active EE | $1,948 | $3,490-44.2% | $2,837-31.3% | $4,741-58.9% |
| Participant deferral / active EE | $6,013 | $5,339+12.6% | $4,656+29.1% | $6,401-6.1% |
| Admin fee / account holder | $417 | $10,925-96.2% | $7,493-94.4% | $11,429-96.4% |