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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 | $73,841 | $100,805-26.7% | $86,698-14.8% | $134,532-45.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.14% | 29.09%-47.2pp | 35.95%-54.1pp | 418.27%-436.4pp |
| Employer contribution / active EE | $2,575 | $3,490-26.2% | $2,837-9.2% | $4,741-45.7% |
| Participant deferral / active EE | $3,021 | $5,339-43.4% | $4,656-35.1% | $6,401-52.8% |
| Admin fee / account holder | $21,330 | $10,925+95.2% | $7,493+184.7% | $11,429+86.6% |