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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 | $50,983 | $100,811-49.4% | $86,698-41.2% | $134,545-62.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.84% | 29.11%-44.0pp | 35.96%-50.8pp | 418.37%-433.2pp |
| Employer contribution / active EE | $1,015 | $3,490-70.9% | $2,837-64.2% | $4,742-78.6% |
| Participant deferral / active EE | $5,173 | $5,339-3.1% | $4,656+11.1% | $6,401-19.2% |
| Admin fee / account holder | $871 | $10,926-92.0% | $7,492-88.4% | $11,431-92.4% |