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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 | $49,506 | $133,983-63.1% | $112,244-55.9% | $134,493-63.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.78% | 47.13%-63.9pp | 27.46%-44.2pp | 418.01%-434.8pp |
| Employer contribution / active EE | $12,062 | $4,039+198.7% | $3,635+231.8% | $4,740+154.5% |
| Participant deferral / active EE | $11,394 | $5,291+115.3% | $4,728+141.0% | $6,400+78.0% |
| Admin fee / account holder | $3,432 | $7,490-54.2% | $6,411-46.5% | $11,425-70.0% |