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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 | $43,556 | $117,777-63.0% | $71,778-39.3% | $134,545-67.6% |
| Participation rate | 100.0% | 68.9%+31.1pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -12.11% | 25.46%-37.6pp | 9.15%-21.3pp | 418.37%-430.5pp |
| Employer contribution / active EE | $6,252 | $2,525+147.6% | $1,704+266.8% | $4,742+31.9% |
| Participant deferral / active EE | $12,573 | $3,756+234.8% | $2,656+373.3% | $6,401+96.4% |
| Admin fee / account holder | $947 | $6,379-85.2% | $3,974-76.2% | $11,431-91.7% |