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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 | $45,608 | $67,352-32.3% | $60,899-25.1% | $134,509-66.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.50% | 49.99%-65.5pp | 16.92%-32.4pp | 418.13%-433.6pp |
| Employer contribution / active EE | $1,755 | $3,098-43.4% | $2,702-35.1% | $4,741-63.0% |
| Participant deferral / active EE | $6,725 | $4,539+48.2% | $3,817+76.2% | $6,400+5.1% |
| Admin fee / account holder | $425 | $4,585-90.7% | $3,225-86.8% | $11,427-96.3% |