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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 | $43,139 | $82,324-47.6% | $68,803-37.3% | $134,545-67.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.85% | -2.17%-12.7pp | -6.37%-8.5pp | 418.37%-433.2pp |
| Employer contribution / active EE | $8,536 | $3,302+158.5% | $2,656+221.4% | $4,742+80.0% |
| Participant deferral / active EE | $5,353 | $4,740+12.9% | $3,942+35.8% | $6,401-16.4% |
| Admin fee / account holder | $5,370 | $6,485-17.2% | $4,936+8.8% | $11,431-53.0% |