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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 | $60,791 | $100,805-39.7% | $86,698-29.9% | $134,532-54.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.29% | 29.09%-42.4pp | 35.95%-49.2pp | 418.27%-431.6pp |
| Employer contribution / active EE | $4,787 | $3,490+37.2% | $2,837+68.8% | $4,741+1.0% |
| Participant deferral / active EE | $6,135 | $5,339+14.9% | $4,656+31.8% | $6,401-4.2% |
| Admin fee / account holder | $2,901 | $10,925-73.5% | $7,493-61.3% | $11,429-74.6% |