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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 | $48,657 | $93,098-47.7% | $77,081-36.9% | $134,509-63.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.76% | 62.63%-78.4pp | 42.33%-58.1pp | 418.13%-433.9pp |
| Employer contribution / active EE | $18,521 | $3,419+441.7% | $2,813+558.3% | $4,741+290.7% |
| Participant deferral / active EE | $15,823 | $5,239+202.0% | $4,428+257.4% | $6,400+147.2% |
| Admin fee / account holder | $3,754 | $6,945-45.9% | $5,427-30.8% | $11,427-67.1% |