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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 | $33,797 | $129,959-74.0% | $104,301-67.6% | $134,509-74.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.42% | 42.04%-58.5pp | 24.61%-41.0pp | 418.13%-434.6pp |
| Employer contribution / active EE | $1,757 | $4,185-58.0% | $3,373-47.9% | $4,741-62.9% |
| Participant deferral / active EE | $1,674 | $5,589-70.1% | $4,626-63.8% | $6,400-73.8% |
| Admin fee / account holder | $565 | $9,325-93.9% | $7,340-92.3% | $11,427-95.1% |