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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 | $88,358 | $133,998-34.1% | $112,263-21.3% | $134,545-34.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.66% | 47.17%-64.8pp | 27.49%-45.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $2,561 | $4,040-36.6% | $3,636-29.6% | $4,742-46.0% |
| Participant deferral / active EE | $5,232 | $5,292-1.1% | $4,729+10.6% | $6,401-18.3% |
| Admin fee / account holder | $2,933 | $7,493-60.9% | $6,410-54.3% | $11,431-74.3% |