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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 | $45,426 | $93,124-51.2% | $77,100-41.1% | $134,545-66.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.73% | 62.68%-82.4pp | 42.35%-62.1pp | 418.37%-438.1pp |
| Employer contribution / active EE | $3,531 | $3,421+3.2% | $2,815+25.5% | $4,742-25.5% |
| Participant deferral / active EE | $17,825 | $5,242+240.0% | $4,430+302.4% | $6,401+178.5% |
| Admin fee / account holder | $491 | $6,970-93.0% | $5,443-91.0% | $11,431-95.7% |