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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 | $49,336 | $100,811-51.1% | $86,698-43.1% | $134,545-63.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.76% | 29.11%-46.9pp | 35.96%-53.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $2,710 | $3,490-22.4% | $2,837-4.5% | $4,742-42.8% |
| Participant deferral / active EE | $7,563 | $5,339+41.6% | $4,656+62.4% | $6,401+18.1% |
| Admin fee / account holder | $682 | $10,926-93.8% | $7,492-90.9% | $11,431-94.0% |