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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 | $47,711 | $105,866-54.9% | $90,766-47.4% | $134,545-64.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.18% | -10.99%-4.2pp | -12.16%-3.0pp | 418.37%-433.5pp |
| Employer contribution / active EE | $2,565 | $3,464-26.0% | $2,922-12.2% | $4,742-45.9% |
| Participant deferral / active EE | $4,191 | $5,217-19.7% | $4,565-8.2% | $6,401-34.5% |
| Admin fee / account holder | $780 | $13,938-94.4% | $8,446-90.8% | $11,431-93.2% |