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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 | $55,665 | $100,792-44.8% | $86,691-35.8% | $134,509-58.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.70% | 29.08%-45.8pp | 35.94%-52.6pp | 418.13%-434.8pp |
| Employer contribution / active EE | $2,168 | $3,491-37.9% | $2,837-23.6% | $4,741-54.3% |
| Participant deferral / active EE | $5,113 | $5,339-4.2% | $4,656+9.8% | $6,400-20.1% |
| Admin fee / account holder | $1,117 | $10,924-89.8% | $7,492-85.1% | $11,427-90.2% |