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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 | $28,036 | $134,001-79.1% | $112,258-75.0% | $134,509-79.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.49% | 47.15%-64.6pp | 27.47%-45.0pp | 418.13%-435.6pp |
| Employer contribution / active EE | $2,294 | $4,039-43.2% | $3,636-36.9% | $4,741-51.6% |
| Participant deferral / active EE | $6,056 | $5,291+14.5% | $4,728+28.1% | $6,400-5.4% |
| Admin fee / account holder | $4,432 | $7,491-40.8% | $6,411-30.9% | $11,427-61.2% |