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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 | $65,386 | $100,811-35.1% | $86,698-24.6% | $134,545-51.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.83% | 29.11%-46.9pp | 35.96%-53.8pp | 418.37%-436.2pp |
| Employer contribution / active EE | $1,292 | $3,490-63.0% | $2,837-54.5% | $4,742-72.8% |
| Participant deferral / active EE | $3,975 | $5,339-25.6% | $4,656-14.6% | $6,401-37.9% |
| Admin fee / account holder | $786 | $10,926-92.8% | $7,492-89.5% | $11,431-93.1% |