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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 | $49,590 | $100,811-50.8% | $86,698-42.8% | $134,545-63.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.86% | 29.11%-45.0pp | 35.96%-51.8pp | 418.37%-434.2pp |
| Employer contribution / active EE | $2,824 | $3,490-19.1% | $2,837-0.5% | $4,742-40.4% |
| Participant deferral / active EE | $4,314 | $5,339-19.2% | $4,656-7.4% | $6,401-32.6% |
| Admin fee / account holder | $813 | $10,926-92.6% | $7,492-89.2% | $11,431-92.9% |