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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 | $22,977 | $100,805-77.2% | $86,698-73.5% | $134,532-82.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.53% | 29.09%-47.6pp | 35.95%-54.5pp | 418.27%-436.8pp |
| Employer contribution / active EE | $935 | $3,490-73.2% | $2,837-67.1% | $4,741-80.3% |
| Participant deferral / active EE | $11,350 | $5,339+112.6% | $4,656+143.8% | $6,401+77.3% |
| Admin fee / account holder | $481 | $10,925-95.6% | $7,493-93.6% | $11,429-95.8% |