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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 | $39,380 | $100,805-60.9% | $86,698-54.6% | $134,532-70.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.68% | 29.09%-47.8pp | 35.95%-54.6pp | 418.27%-436.9pp |
| Employer contribution / active EE | $1,315 | $3,490-62.3% | $2,837-53.7% | $4,741-72.3% |
| Participant deferral / active EE | $2,908 | $5,339-45.5% | $4,656-37.5% | $6,401-54.6% |
| Admin fee / account holder | $6,301 | $10,925-42.3% | $7,493-15.9% | $11,429-44.9% |