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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 | $42,019 | $129,959-67.7% | $104,301-59.7% | $134,532-68.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.33% | 42.04%-59.4pp | 24.61%-41.9pp | 418.27%-435.6pp |
| Employer contribution / active EE | $995 | $4,185-76.2% | $3,373-70.5% | $4,741-79.0% |
| Participant deferral / active EE | $1,658 | $5,589-70.3% | $4,626-64.2% | $6,401-74.1% |
| Admin fee / account holder | $1,251 | $9,325-86.6% | $7,340-83.0% | $11,429-89.1% |