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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 | $93,124-48.4% | $77,100-37.7% | $134,545-64.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.41% | 62.68%-79.1pp | 42.35%-58.8pp | 418.37%-434.8pp |
| Employer contribution / active EE | $5,043 | $3,421+47.4% | $2,815+79.2% | $4,742+6.4% |
| Participant deferral / active EE | $2,751 | $5,242-47.5% | $4,430-37.9% | $6,401-57.0% |
| Admin fee / account holder | $1,332 | $6,970-80.9% | $5,443-75.5% | $11,431-88.4% |