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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 | $69,079 | $100,811-31.5% | $86,698-20.3% | $134,545-48.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.59% | 29.11%-43.7pp | 35.96%-50.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $4,000 | $3,490+14.6% | $2,837+41.0% | $4,742-15.6% |
| Participant deferral / active EE | $3,897 | $5,339-27.0% | $4,656-16.3% | $6,401-39.1% |
| Admin fee / account holder | $2,705 | $10,926-75.2% | $7,492-63.9% | $11,431-76.3% |