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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 | $45,931 | $100,811-54.4% | $86,698-47.0% | $134,545-65.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.82% | 29.11%-47.9pp | 35.96%-54.8pp | 418.37%-437.2pp |
| Employer contribution / active EE | $2,810 | $3,490-19.5% | $2,837-1.0% | $4,742-40.7% |
| Participant deferral / active EE | $8,524 | $5,339+59.6% | $4,656+83.1% | $6,401+33.2% |
| Admin fee / account holder | $3,211 | $10,926-70.6% | $7,492-57.1% | $11,431-71.9% |