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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 | $74,350 | $100,805-26.2% | $86,698-14.2% | $134,532-44.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.98% | 29.09%-49.1pp | 35.95%-55.9pp | 418.27%-438.2pp |
| Employer contribution / active EE | $3,700 | $3,490+6.0% | $2,837+30.4% | $4,741-22.0% |
| Participant deferral / active EE | $8,945 | $5,339+67.5% | $4,656+92.1% | $6,401+39.8% |
| Admin fee / account holder | $1,050 | $10,925-90.4% | $7,493-86.0% | $11,429-90.8% |