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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 | $70,984 | $100,811-29.6% | $86,698-18.1% | $134,545-47.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.19% | 29.11%-44.3pp | 35.96%-51.2pp | 418.37%-433.6pp |
| Employer contribution / active EE | $3,173 | $3,490-9.1% | $2,837+11.9% | $4,742-33.1% |
| Participant deferral / active EE | $14,139 | $5,339+164.8% | $4,656+203.6% | $6,401+120.9% |
| Admin fee / account holder | $4,354 | $10,926-60.2% | $7,492-41.9% | $11,431-61.9% |