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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 | $27,345 | $100,811-72.9% | $86,698-68.5% | $134,545-79.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.32% | 29.11%-45.4pp | 35.96%-52.3pp | 418.37%-434.7pp |
| Employer contribution / active EE | $1,388 | $3,490-60.2% | $2,837-51.1% | $4,742-70.7% |
| Participant deferral / active EE | $3,406 | $5,339-36.2% | $4,656-26.9% | $6,401-46.8% |
| Admin fee / account holder | $4,753 | $10,926-56.5% | $7,492-36.6% | $11,431-58.4% |