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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 | $46,539 | $93,124-50.0% | $77,100-39.6% | $134,545-65.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.35% | 62.68%-74.0pp | 42.35%-53.7pp | 418.37%-429.7pp |
| Employer contribution / active EE | $2,903 | $3,421-15.2% | $2,815+3.1% | $4,742-38.8% |
| Participant deferral / active EE | $2,903 | $5,242-44.6% | $4,430-34.5% | $6,401-54.7% |
| Admin fee / account holder | $483 | $6,970-93.1% | $5,443-91.1% | $11,431-95.8% |