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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 | $38,514 | $100,811-61.8% | $86,698-55.6% | $134,545-71.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.22% | 29.11%-44.3pp | 35.96%-51.2pp | 418.37%-433.6pp |
| Employer contribution / active EE | $2,788 | $3,490-20.1% | $2,837-1.7% | $4,742-41.2% |
| Participant deferral / active EE | $3,388 | $5,339-36.5% | $4,656-27.2% | $6,401-47.1% |
| Admin fee / account holder | $6,416 | $10,926-41.3% | $7,492-14.4% | $11,431-43.9% |