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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 | $39,947 | $93,124-57.1% | $77,100-48.2% | $134,545-70.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.95% | 62.68%-80.6pp | 42.35%-60.3pp | 418.37%-436.3pp |
| Employer contribution / active EE | $3,466 | $3,421+1.3% | $2,815+23.1% | $4,742-26.9% |
| Participant deferral / active EE | $10,324 | $5,242+97.0% | $4,430+133.1% | $6,401+61.3% |
| Admin fee / account holder | $505 | $6,970-92.8% | $5,443-90.7% | $11,431-95.6% |