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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 | $51,402 | $133,998-61.6% | $112,263-54.2% | $134,545-61.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.63% | 47.17%-61.8pp | 27.49%-42.1pp | 418.37%-433.0pp |
| Employer contribution / active EE | $5,314 | $4,040+31.5% | $3,636+46.2% | $4,742+12.1% |
| Participant deferral / active EE | $5,356 | $5,292+1.2% | $4,729+13.2% | $6,401-16.3% |
| Admin fee / account holder | $5,773 | $7,493-23.0% | $6,410-9.9% | $11,431-49.5% |