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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 | $25,112 | $100,811-75.1% | $86,698-71.0% | $134,545-81.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.79% | 29.11%-41.9pp | 35.96%-48.8pp | 418.37%-431.2pp |
| Employer contribution / active EE | $1,164 | $3,490-66.7% | $2,837-59.0% | $4,742-75.5% |
| Participant deferral / active EE | $3,795 | $5,339-28.9% | $4,656-18.5% | $6,401-40.7% |
| Admin fee / account holder | $1,014 | $10,926-90.7% | $7,492-86.5% | $11,431-91.1% |