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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 | $34,973 | $100,811-65.3% | $86,698-59.7% | $134,545-74.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.04% | 29.11%-45.1pp | 35.96%-52.0pp | 418.37%-434.4pp |
| Employer contribution / active EE | $2,218 | $3,490-36.5% | $2,837-21.8% | $4,742-53.2% |
| Participant deferral / active EE | $3,401 | $5,339-36.3% | $4,656-27.0% | $6,401-46.9% |
| Admin fee / account holder | $3,776 | $10,926-65.4% | $7,492-49.6% | $11,431-67.0% |