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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 | $30,377 | $100,811-69.9% | $86,698-65.0% | $134,545-77.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.11% | 29.11%-48.2pp | 35.96%-55.1pp | 418.37%-437.5pp |
| Employer contribution / active EE | $1,021 | $3,490-70.7% | $2,837-64.0% | $4,742-78.5% |
| Participant deferral / active EE | $1,944 | $5,339-63.6% | $4,656-58.3% | $6,401-69.6% |
| Admin fee / account holder | $3,303 | $10,926-69.8% | $7,492-55.9% | $11,431-71.1% |