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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 | $48,030 | $133,981-64.2% | $112,249-57.2% | $134,532-64.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.33% | 47.16%-63.5pp | 27.48%-43.8pp | 418.27%-434.6pp |
| Employer contribution / active EE | $4,356 | $4,040+7.8% | $3,636+19.8% | $4,741-8.1% |
| Participant deferral / active EE | $8,667 | $5,292+63.8% | $4,729+83.3% | $6,401+35.4% |
| Admin fee / account holder | $20,659 | $7,492+175.8% | $6,412+222.2% | $11,429+80.8% |