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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 | $43,563 | $133,981-67.5% | $112,249-61.2% | $134,532-67.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.78% | 47.16%-66.9pp | 27.48%-47.3pp | 418.27%-438.1pp |
| Employer contribution / active EE | $3,269 | $4,040-19.1% | $3,636-10.1% | $4,741-31.1% |
| Participant deferral / active EE | $1,874 | $5,292-64.6% | $4,729-60.4% | $6,401-70.7% |
| Admin fee / account holder | $5,241 | $7,492-30.0% | $6,412-18.3% | $11,429-54.1% |