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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 | $35,599 | $133,998-73.4% | $112,263-68.3% | $134,545-73.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.76% | 47.17%-62.9pp | 27.49%-43.2pp | 418.37%-434.1pp |
| Employer contribution / active EE | $2,975 | $4,040-26.4% | $3,636-18.2% | $4,742-37.3% |
| Participant deferral / active EE | $4,585 | $5,292-13.4% | $4,729-3.0% | $6,401-28.4% |
| Admin fee / account holder | $3,808 | $7,493-49.2% | $6,410-40.6% | $11,431-66.7% |