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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 | $133,998-63.1% | $112,263-55.9% | $134,545-63.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.78% | 47.17%-64.0pp | 27.49%-44.3pp | 418.37%-435.1pp |
| Employer contribution / active EE | $12,062 | $4,040+198.6% | $3,636+231.7% | $4,742+154.4% |
| Participant deferral / active EE | $11,394 | $5,292+115.3% | $4,729+140.9% | $6,401+78.0% |
| Admin fee / account holder | $3,432 | $7,493-54.2% | $6,410-46.5% | $11,431-70.0% |