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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 | $51,278 | $93,117-44.9% | $77,096-33.5% | $134,532-61.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.79% | 62.67%-82.5pp | 42.35%-62.1pp | 418.27%-438.1pp |
| Employer contribution / active EE | $2,224 | $3,420-35.0% | $2,814-21.0% | $4,741-53.1% |
| Participant deferral / active EE | $5,071 | $5,241-3.3% | $4,429+14.5% | $6,401-20.8% |
| Admin fee / account holder | $762 | $6,948-89.0% | $5,428-86.0% | $11,429-93.3% |