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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 | $60,646 | $100,805-39.8% | $86,698-30.0% | $134,532-54.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.25% | 29.09%-46.3pp | 35.95%-53.2pp | 418.27%-435.5pp |
| Employer contribution / active EE | $4,441 | $3,490+27.3% | $2,837+56.6% | $4,741-6.3% |
| Participant deferral / active EE | $4,309 | $5,339-19.3% | $4,656-7.5% | $6,401-32.7% |
| Admin fee / account holder | $851 | $10,925-92.2% | $7,493-88.6% | $11,429-92.6% |