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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 | $56,500 | $100,805-44.0% | $86,698-34.8% | $134,532-58.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.56% | 29.09%-46.6pp | 35.95%-53.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $2,247 | $3,490-35.6% | $2,837-20.8% | $4,741-52.6% |
| Participant deferral / active EE | $10,389 | $5,339+94.6% | $4,656+123.1% | $6,401+62.3% |
| Admin fee / account holder | $6,080 | $10,925-44.3% | $7,493-18.9% | $11,429-46.8% |