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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 | $59,541 | $67,352-11.6% | $60,899-2.2% | $134,509-55.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.08% | 49.99%-62.1pp | 16.92%-29.0pp | 418.13%-430.2pp |
| Employer contribution / active EE | $2,143 | $3,098-30.8% | $2,702-20.7% | $4,741-54.8% |
| Participant deferral / active EE | $3,460 | $4,539-23.8% | $3,817-9.4% | $6,400-45.9% |
| Admin fee / account holder | $18,332 | $4,585+299.9% | $3,225+468.4% | $11,427+60.4% |