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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 | $25,148 | $100,811-75.1% | $86,698-71.0% | $134,545-81.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.64% | 29.11%-44.7pp | 35.96%-51.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $2,563 | $3,490-26.6% | $2,837-9.7% | $4,742-45.9% |
| Participant deferral / active EE | $8,729 | $5,339+63.5% | $4,656+87.5% | $6,401+36.4% |
| Admin fee / account holder | $459 | $10,926-95.8% | $7,492-93.9% | $11,431-96.0% |