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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 | $29,339 | $100,811-70.9% | $86,698-66.2% | $134,545-78.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.87% | 29.11%-43.0pp | 35.96%-49.8pp | 418.37%-432.2pp |
| Employer contribution / active EE | $1,446 | $3,490-58.6% | $2,837-49.0% | $4,742-69.5% |
| Participant deferral / active EE | $2,852 | $5,339-46.6% | $4,656-38.8% | $6,401-55.4% |
| Admin fee / account holder | $311 | $10,926-97.2% | $7,492-95.8% | $11,431-97.3% |