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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 | $129,960-64.7% | $104,299-56.0% | $134,545-65.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.47% | 42.06%-57.5pp | 24.62%-40.1pp | 418.37%-433.8pp |
| Employer contribution / active EE | $2,927 | $4,186-30.1% | $3,373-13.2% | $4,742-38.3% |
| Participant deferral / active EE | $3,009 | $5,589-46.2% | $4,626-34.9% | $6,401-53.0% |
| Admin fee / account holder | $427 | $9,324-95.4% | $7,339-94.2% | $11,431-96.3% |