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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 | $31,534 | $100,811-68.7% | $86,698-63.6% | $134,545-76.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.26% | 29.11%-46.4pp | 35.96%-53.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $2,866 | $3,490-17.9% | $2,837+1.0% | $4,742-39.6% |
| Participant deferral / active EE | $7,845 | $5,339+46.9% | $4,656+68.5% | $6,401+22.6% |
| Admin fee / account holder | $19,331 | $10,926+76.9% | $7,492+158.0% | $11,431+69.1% |