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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 | $73,140 | $100,792-27.4% | $86,691-15.6% | $134,509-45.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.32% | 29.08%-47.4pp | 35.94%-54.3pp | 418.13%-436.5pp |
| Employer contribution / active EE | $24,432 | $3,491+600.0% | $2,837+761.2% | $4,741+415.4% |
| Participant deferral / active EE | $13,523 | $5,339+153.3% | $4,656+190.4% | $6,400+111.3% |
| Admin fee / account holder | $45,275 | $10,924+314.5% | $7,492+504.3% | $11,427+296.2% |