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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 | $74,483 | $100,805-26.1% | $86,698-14.1% | $134,532-44.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.24% | 29.09%-48.3pp | 35.95%-55.2pp | 418.27%-437.5pp |
| Employer contribution / active EE | $1,655 | $3,490-52.6% | $2,837-41.6% | $4,741-65.1% |
| Participant deferral / active EE | $10,310 | $5,339+93.1% | $4,656+121.4% | $6,401+61.1% |
| Admin fee / account holder | $6,739 | $10,925-38.3% | $7,493-10.1% | $11,429-41.0% |