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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 | $83,703 | $100,805-17.0% | $86,698-3.5% | $134,532-37.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.48% | 29.09%-44.6pp | 35.95%-51.4pp | 418.27%-433.7pp |
| Employer contribution / active EE | $2,137 | $3,490-38.8% | $2,837-24.7% | $4,741-54.9% |
| Participant deferral / active EE | $4,199 | $5,339-21.4% | $4,656-9.8% | $6,401-34.4% |
| Admin fee / account holder | $1,796 | $10,925-83.6% | $7,493-76.0% | $11,429-84.3% |