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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 | $35,403 | $133,998-73.6% | $112,263-68.5% | $134,545-73.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.95% | 47.17%-66.1pp | 27.49%-46.4pp | 418.37%-437.3pp |
| Employer contribution / active EE | $2,568 | $4,040-36.4% | $3,636-29.4% | $4,742-45.8% |
| Participant deferral / active EE | $6,176 | $5,292+16.7% | $4,729+30.6% | $6,401-3.5% |
| Admin fee / account holder | $5,220 | $7,493-30.3% | $6,410-18.6% | $11,431-54.3% |