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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 | $67,304 | $100,792-33.2% | $86,691-22.4% | $134,509-50.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.32% | 29.08%-43.4pp | 35.94%-50.3pp | 418.13%-432.5pp |
| Employer contribution / active EE | $2,691 | $3,491-22.9% | $2,837-5.1% | $4,741-43.2% |
| Participant deferral / active EE | $3,134 | $5,339-41.3% | $4,656-32.7% | $6,400-51.0% |
| Admin fee / account holder | $9,812 | $10,924-10.2% | $7,492+31.0% | $11,427-14.1% |