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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 | $40,988 | $100,811-59.3% | $86,698-52.7% | $134,545-69.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.40% | 29.11%-44.5pp | 35.96%-51.4pp | 418.37%-433.8pp |
| Employer contribution / active EE | $2,584 | $3,490-26.0% | $2,837-8.9% | $4,742-45.5% |
| Participant deferral / active EE | $4,368 | $5,339-18.2% | $4,656-6.2% | $6,401-31.8% |
| Admin fee / account holder | $1,666 | $10,926-84.8% | $7,492-77.8% | $11,431-85.4% |