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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 | $63,870 | $100,792-36.6% | $86,691-26.3% | $134,509-52.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.42% | 29.08%-42.5pp | 35.94%-49.4pp | 418.13%-431.6pp |
| Employer contribution / active EE | $1,287 | $3,491-63.1% | $2,837-54.6% | $4,741-72.8% |
| Participant deferral / active EE | $1,926 | $5,339-63.9% | $4,656-58.6% | $6,400-69.9% |
| Admin fee / account holder | $2,522 | $10,924-76.9% | $7,492-66.3% | $11,427-77.9% |