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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 | $45,929 | $117,777-61.0% | $71,778-36.0% | $134,545-65.9% |
| Participation rate | 100.0% | 68.9%+31.1pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -17.35% | 25.46%-42.8pp | 9.15%-26.5pp | 418.37%-435.7pp |
| Employer contribution / active EE | $6,086 | $2,525+141.0% | $1,704+257.1% | $4,742+28.4% |
| Participant deferral / active EE | $4,935 | $3,756+31.4% | $2,656+85.8% | $6,401-22.9% |
| Admin fee / account holder | $503 | $6,379-92.1% | $3,974-87.4% | $11,431-95.6% |