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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 | $36,108 | $100,792-64.2% | $86,691-58.3% | $134,509-73.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.74% | 29.08%-43.8pp | 35.94%-50.7pp | 418.13%-432.9pp |
| Employer contribution / active EE | $2,074 | $3,491-40.6% | $2,837-26.9% | $4,741-56.2% |
| Participant deferral / active EE | $3,679 | $5,339-31.1% | $4,656-21.0% | $6,400-42.5% |
| Admin fee / account holder | $9,192 | $10,924-15.9% | $7,492+22.7% | $11,427-19.6% |