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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 | $38,841 | $100,805-61.5% | $86,698-55.2% | $134,532-71.1% |
| Participation rate | 95.0% | 79.0%+16.0pp | 76.6%+18.4pp | 81.2%+13.8pp |
| Annual return | -16.68% | 29.09%-45.8pp | 35.95%-52.6pp | 418.27%-435.0pp |
| Employer contribution / active EE | $1,331 | $3,490-61.9% | $2,837-53.1% | $4,741-71.9% |
| Participant deferral / active EE | $3,485 | $5,339-34.7% | $4,656-25.1% | $6,401-45.6% |
| Admin fee / account holder | $1,431 | $10,925-86.9% | $7,493-80.9% | $11,429-87.5% |