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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 | $41,974 | $100,805-58.4% | $86,698-51.6% | $134,532-68.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.37% | 29.09%-47.5pp | 35.95%-54.3pp | 418.27%-436.6pp |
| Employer contribution / active EE | $2,294 | $3,490-34.3% | $2,837-19.1% | $4,741-51.6% |
| Participant deferral / active EE | $9,086 | $5,339+70.2% | $4,656+95.1% | $6,401+42.0% |
| Admin fee / account holder | $496 | $10,925-95.5% | $7,493-93.4% | $11,429-95.7% |