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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 | $28,940 | $100,811-71.3% | $86,698-66.6% | $134,545-78.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.33% | 29.11%-44.4pp | 35.96%-51.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $5,871 | $3,490+68.2% | $2,837+107.0% | $4,742+23.8% |
| Participant deferral / active EE | $6,020 | $5,339+12.7% | $4,656+29.3% | $6,401-6.0% |
| Admin fee / account holder | $1,642 | $10,926-85.0% | $7,492-78.1% | $11,431-85.6% |