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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 | $48,007 | $93,023-48.4% | $77,027-37.7% | $134,493-64.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.41% | 62.61%-79.0pp | 42.32%-58.7pp | 418.01%-434.4pp |
| Employer contribution / active EE | $5,043 | $3,418+47.5% | $2,813+79.3% | $4,740+6.4% |
| Participant deferral / active EE | $2,751 | $5,238-47.5% | $4,427-37.9% | $6,400-57.0% |
| Admin fee / account holder | $1,332 | $6,944-80.8% | $5,425-75.5% | $11,425-88.3% |