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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 | $133,998-36.0% | $112,263-23.6% | $134,545-36.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.33% | 47.17%-65.5pp | 27.49%-45.8pp | 418.37%-436.7pp |
| Employer contribution / active EE | $4,029 | $4,040-0.3% | $3,636+10.8% | $4,742-15.0% |
| Participant deferral / active EE | $5,503 | $5,292+4.0% | $4,729+16.4% | $6,401-14.0% |
| Admin fee / account holder | $52,621 | $7,493+602.3% | $6,410+720.9% | $11,431+360.3% |