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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 | $37,103 | $93,117-60.2% | $77,096-51.9% | $134,532-72.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.05% | 62.67%-80.7pp | 42.35%-60.4pp | 418.27%-436.3pp |
| Employer contribution / active EE | $3,675 | $3,420+7.5% | $2,814+30.6% | $4,741-22.5% |
| Participant deferral / active EE | $6,987 | $5,241+33.3% | $4,429+57.7% | $6,401+9.2% |
| Admin fee / account holder | $514 | $6,948-92.6% | $5,428-90.5% | $11,429-95.5% |