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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 | $29,938 | $100,792-70.3% | $86,691-65.5% | $134,509-77.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.63% | 29.08%-46.7pp | 35.94%-53.6pp | 418.13%-435.8pp |
| Employer contribution / active EE | $2,980 | $3,491-14.6% | $2,837+5.1% | $4,741-37.1% |
| Participant deferral / active EE | $10,508 | $5,339+96.8% | $4,656+125.7% | $6,400+64.2% |
| Admin fee / account holder | $6,041 | $10,924-44.7% | $7,492-19.4% | $11,427-47.1% |