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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 | $50,702 | $93,124-45.6% | $77,100-34.2% | $134,545-62.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.51% | 62.68%-82.2pp | 42.35%-61.9pp | 418.37%-437.9pp |
| Employer contribution / active EE | $1,015 | $3,421-70.3% | $2,815-63.9% | $4,742-78.6% |
| Participant deferral / active EE | $1,045 | $5,242-80.1% | $4,430-76.4% | $6,401-83.7% |
| Admin fee / account holder | $1,553 | $6,970-77.7% | $5,443-71.5% | $11,431-86.4% |