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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 | $49,902 | $105,861-52.9% | $90,756-45.0% | $134,509-62.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.01% | -10.99%-4.0pp | -12.16%-2.9pp | 418.13%-433.1pp |
| Employer contribution / active EE | $2,379 | $3,463-31.3% | $2,922-18.6% | $4,741-49.8% |
| Participant deferral / active EE | $7,129 | $5,217+36.6% | $4,565+56.2% | $6,400+11.4% |
| Admin fee / account holder | $3,421 | $13,938-75.5% | $8,445-59.5% | $11,427-70.1% |