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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 | $85,507 | $129,959-34.2% | $104,301-18.0% | $134,532-36.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.59% | 42.04%-59.6pp | 24.61%-42.2pp | 418.27%-435.9pp |
| Employer contribution / active EE | $1,460 | $4,185-65.1% | $3,373-56.7% | $4,741-69.2% |
| Participant deferral / active EE | $2,607 | $5,589-53.4% | $4,626-43.6% | $6,401-59.3% |
| Admin fee / account holder | $319 | $9,325-96.6% | $7,340-95.7% | $11,429-97.2% |