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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 | $70,703 | $100,805-29.9% | $86,698-18.4% | $134,532-47.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.89% | 29.09%-42.0pp | 35.95%-48.8pp | 418.27%-431.2pp |
| Employer contribution / active EE | $3,661 | $3,490+4.9% | $2,837+29.1% | $4,741-22.8% |
| Participant deferral / active EE | $7,235 | $5,339+35.5% | $4,656+55.4% | $6,401+13.0% |
| Admin fee / account holder | $3,233 | $10,925-70.4% | $7,493-56.9% | $11,429-71.7% |