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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 | $38,134 | $133,998-71.5% | $112,263-66.0% | $134,545-71.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.36% | 47.17%-58.5pp | 27.49%-38.8pp | 418.37%-429.7pp |
| Employer contribution / active EE | $2,348 | $4,040-41.9% | $3,636-35.4% | $4,742-50.5% |
| Participant deferral / active EE | $6,239 | $5,292+17.9% | $4,729+31.9% | $6,401-2.5% |
| Admin fee / account holder | $28,220 | $7,493+276.6% | $6,410+340.2% | $11,431+146.9% |