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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 | $49,561 | $133,983-63.0% | $112,244-55.8% | $134,493-63.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.92% | 47.13%-55.1pp | 27.46%-35.4pp | 418.01%-425.9pp |
| Employer contribution / active EE | $1,130 | $4,039-72.0% | $3,635-68.9% | $4,740-76.2% |
| Participant deferral / active EE | $1,982 | $5,291-62.5% | $4,728-58.1% | $6,400-69.0% |
| Admin fee / account holder | $1,022 | $7,490-86.4% | $6,411-84.1% | $11,425-91.1% |