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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 | $31,382 | $93,124-66.3% | $77,100-59.3% | $134,545-76.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.26% | 62.68%-80.9pp | 42.35%-60.6pp | 418.37%-436.6pp |
| Employer contribution / active EE | $2,034 | $3,421-40.6% | $2,815-27.7% | $4,742-57.1% |
| Participant deferral / active EE | $3,255 | $5,242-37.9% | $4,430-26.5% | $6,401-49.1% |
| Admin fee / account holder | $565 | $6,970-91.9% | $5,443-89.6% | $11,431-95.1% |