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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 | $73,857 | $100,805-26.7% | $86,698-14.8% | $134,532-45.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.65% | 29.09%-43.7pp | 35.95%-50.6pp | 418.27%-432.9pp |
| Employer contribution / active EE | $2,308 | $3,490-33.9% | $2,837-18.6% | $4,741-51.3% |
| Participant deferral / active EE | $2,958 | $5,339-44.6% | $4,656-36.5% | $6,401-53.8% |
| Admin fee / account holder | $1,411 | $10,925-87.1% | $7,493-81.2% | $11,429-87.7% |