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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 | $54,305 | $95,895-43.4% | $79,576-31.8% | $134,509-59.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.61% | -2.72%-15.9pp | 0.15%-18.8pp | 418.13%-436.7pp |
| Employer contribution / active EE | $5,264 | $3,128+68.3% | $2,413+118.1% | $4,741+11.0% |
| Participant deferral / active EE | $5,865 | $4,693+25.0% | $3,985+47.2% | $6,400-8.4% |
| Admin fee / account holder | $19,958 | $9,129+118.6% | $6,834+192.0% | $11,427+74.7% |