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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 | $58,034 | $133,998-56.7% | $112,263-48.3% | $134,545-56.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.87% | 47.17%-66.0pp | 27.49%-46.4pp | 418.37%-437.2pp |
| Employer contribution / active EE | $1,465 | $4,040-63.7% | $3,636-59.7% | $4,742-69.1% |
| Participant deferral / active EE | $7,943 | $5,292+50.1% | $4,729+67.9% | $6,401+24.1% |
| Admin fee / account holder | $1,274 | $7,493-83.0% | $6,410-80.1% | $11,431-88.9% |