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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 | $60,478 | $134,001-54.9% | $112,258-46.1% | $134,509-55.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.20% | 47.15%-60.4pp | 27.47%-40.7pp | 418.13%-431.3pp |
| Employer contribution / active EE | $6,135 | $4,039+51.9% | $3,636+68.7% | $4,741+29.4% |
| Participant deferral / active EE | $26,954 | $5,291+409.4% | $4,728+470.0% | $6,400+321.1% |
| Admin fee / account holder | $12,168 | $7,491+62.4% | $6,411+89.8% | $11,427+6.5% |