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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 | $57,516 | $100,811-42.9% | $86,698-33.7% | $134,545-57.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.64% | 29.11%-47.8pp | 35.96%-54.6pp | 418.37%-437.0pp |
| Employer contribution / active EE | $7,208 | $3,490+106.5% | $2,837+154.1% | $4,742+52.0% |
| Participant deferral / active EE | $4,415 | $5,339-17.3% | $4,656-5.2% | $6,401-31.0% |
| Admin fee / account holder | $49,416 | $10,926+352.3% | $7,492+559.6% | $11,431+332.3% |