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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 | $133,983-60.7% | $112,244-53.1% | $134,493-60.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.48% | 47.13%-62.6pp | 27.46%-42.9pp | 418.01%-433.5pp |
| Employer contribution / active EE | $5,311 | $4,039+31.5% | $3,635+46.1% | $4,740+12.0% |
| Participant deferral / active EE | $3,418 | $5,291-35.4% | $4,728-27.7% | $6,400-46.6% |
| Admin fee / account holder | $470 | $7,490-93.7% | $6,411-92.7% | $11,425-95.9% |