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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 | $47,694 | $133,998-64.4% | $112,263-57.5% | $134,545-64.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.82% | 47.17%-63.0pp | 27.49%-43.3pp | 418.37%-434.2pp |
| Employer contribution / active EE | $2,267 | $4,040-43.9% | $3,636-37.7% | $4,742-52.2% |
| Participant deferral / active EE | $3,046 | $5,292-42.4% | $4,729-35.6% | $6,401-52.4% |
| Admin fee / account holder | $5,167 | $7,493-31.0% | $6,410-19.4% | $11,431-54.8% |