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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 | $52,627 | $133,998-60.7% | $112,263-53.1% | $134,545-60.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.48% | 47.17%-62.6pp | 27.49%-43.0pp | 418.37%-433.8pp |
| Employer contribution / active EE | $5,311 | $4,040+31.4% | $3,636+46.1% | $4,742+12.0% |
| Participant deferral / active EE | $3,418 | $5,292-35.4% | $4,729-27.7% | $6,401-46.6% |
| Admin fee / account holder | $470 | $7,493-93.7% | $6,410-92.7% | $11,431-95.9% |