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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 | $45,924 | $129,943-64.7% | $104,303-56.0% | $134,493-65.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.47% | 42.03%-57.5pp | 24.61%-40.1pp | 418.01%-433.5pp |
| Employer contribution / active EE | $2,927 | $4,185-30.1% | $3,372-13.2% | $4,740-38.3% |
| Participant deferral / active EE | $3,009 | $5,588-46.2% | $4,625-34.9% | $6,400-53.0% |
| Admin fee / account holder | $427 | $9,323-95.4% | $7,340-94.2% | $11,425-96.3% |