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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 | $47,934 | $152,597-68.6% | $117,533-59.2% | $134,532-64.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.07% | 53.04%-73.1pp | 29.77%-49.8pp | 418.27%-438.3pp |
| Employer contribution / active EE | $5,340 | $5,576-4.2% | $4,179+27.8% | $4,741+12.6% |
| Participant deferral / active EE | $11,254 | $4,821+133.4% | $4,072+176.3% | $6,401+75.8% |
| Admin fee / account holder | $3,512 | $7,007-49.9% | $5,647-37.8% | $11,429-69.3% |