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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 | $62,322 | $100,805-38.2% | $86,698-28.1% | $134,532-53.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.05% | 29.09%-42.1pp | 35.95%-49.0pp | 418.27%-431.3pp |
| Employer contribution / active EE | $5,769 | $3,490+65.3% | $2,837+103.4% | $4,741+21.7% |
| Participant deferral / active EE | $2,532 | $5,339-52.6% | $4,656-45.6% | $6,401-60.4% |
| Admin fee / account holder | $3,292 | $10,925-69.9% | $7,493-56.1% | $11,429-71.2% |