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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 | $40,497 | $100,792-59.8% | $86,691-53.3% | $134,509-69.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.77% | 29.08%-47.8pp | 35.94%-54.7pp | 418.13%-436.9pp |
| Employer contribution / active EE | $2,508 | $3,491-28.1% | $2,837-11.6% | $4,741-47.1% |
| Participant deferral / active EE | $2,696 | $5,339-49.5% | $4,656-42.1% | $6,400-57.9% |
| Admin fee / account holder | $766 | $10,924-93.0% | $7,492-89.8% | $11,427-93.3% |