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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 | $51,230 | $100,805-49.2% | $86,698-40.9% | $134,532-61.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.15% | 29.09%-43.2pp | 35.95%-50.1pp | 418.27%-432.4pp |
| Employer contribution / active EE | $1,986 | $3,490-43.1% | $2,837-30.0% | $4,741-58.1% |
| Participant deferral / active EE | $3,838 | $5,339-28.1% | $4,656-17.6% | $6,401-40.0% |
| Admin fee / account holder | $1,114 | $10,925-89.8% | $7,493-85.1% | $11,429-90.3% |