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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 | $50,240 | $95,917-47.6% | $79,583-36.9% | $134,545-62.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.78% | -2.70%-8.1pp | 0.16%-10.9pp | 418.37%-429.2pp |
| Employer contribution / active EE | $5,057 | $3,129+61.6% | $2,414+109.5% | $4,742+6.6% |
| Participant deferral / active EE | $14,975 | $4,694+219.0% | $3,986+275.7% | $6,401+133.9% |
| Admin fee / account holder | $329 | $9,132-96.4% | $6,835-95.2% | $11,431-97.1% |