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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 | $85,822 | $133,983-35.9% | $112,244-23.5% | $134,493-36.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.33% | 47.13%-65.5pp | 27.46%-45.8pp | 418.01%-436.3pp |
| Employer contribution / active EE | $4,029 | $4,039-0.2% | $3,635+10.8% | $4,740-15.0% |
| Participant deferral / active EE | $5,503 | $5,291+4.0% | $4,728+16.4% | $6,400-14.0% |
| Admin fee / account holder | $52,621 | $7,490+602.5% | $6,411+720.8% | $11,425+360.6% |