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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 | $46,142 | $93,117-50.4% | $77,096-40.1% | $134,532-65.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.97% | 62.67%-76.6pp | 42.35%-56.3pp | 418.27%-432.2pp |
| Employer contribution / active EE | $2,419 | $3,420-29.3% | $2,814-14.1% | $4,741-49.0% |
| Participant deferral / active EE | $6,901 | $5,241+31.7% | $4,429+55.8% | $6,401+7.8% |
| Admin fee / account holder | $1,357 | $6,948-80.5% | $5,428-75.0% | $11,429-88.1% |