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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 | $32,206 | $105,866-69.6% | $90,766-64.5% | $134,545-76.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.85% | -10.99%-4.9pp | -12.16%-3.7pp | 418.37%-434.2pp |
| Employer contribution / active EE | $3,069 | $3,464-11.4% | $2,922+5.0% | $4,742-35.3% |
| Participant deferral / active EE | $1,568 | $5,217-69.9% | $4,565-65.6% | $6,401-75.5% |
| Admin fee / account holder | $2,049 | $13,938-85.3% | $8,446-75.7% | $11,431-82.1% |