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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 | $100,811-59.8% | $86,698-53.3% | $134,545-69.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.77% | 29.11%-47.9pp | 35.96%-54.7pp | 418.37%-437.1pp |
| Employer contribution / active EE | $2,508 | $3,490-28.1% | $2,837-11.6% | $4,742-47.1% |
| Participant deferral / active EE | $2,696 | $5,339-49.5% | $4,656-42.1% | $6,401-57.9% |
| Admin fee / account holder | $766 | $10,926-93.0% | $7,492-89.8% | $11,431-93.3% |