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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 | $58,606 | $93,117-37.1% | $77,096-24.0% | $134,532-56.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.42% | 62.67%-80.1pp | 42.35%-59.8pp | 418.27%-435.7pp |
| Employer contribution / active EE | $3,436 | $3,420+0.5% | $2,814+22.1% | $4,741-27.5% |
| Participant deferral / active EE | $5,133 | $5,241-2.1% | $4,429+15.9% | $6,401-19.8% |
| Admin fee / account holder | $14,635 | $6,948+110.6% | $5,428+169.6% | $11,429+28.1% |