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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 | $48,521 | $100,805-51.9% | $86,698-44.0% | $134,532-63.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.57% | 29.09%-44.7pp | 35.95%-51.5pp | 418.27%-433.8pp |
| Employer contribution / active EE | $798 | $3,490-77.1% | $2,837-71.9% | $4,741-83.2% |
| Participant deferral / active EE | $3,814 | $5,339-28.6% | $4,656-18.1% | $6,401-40.4% |
| Admin fee / account holder | $2,950 | $10,925-73.0% | $7,493-60.6% | $11,429-74.2% |