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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 | $52,357 | $152,591-65.7% | $117,529-55.5% | $134,545-61.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.02% | 53.04%-72.1pp | 29.77%-48.8pp | 418.37%-437.4pp |
| Employer contribution / active EE | $3,529 | $5,576-36.7% | $4,179-15.6% | $4,742-25.6% |
| Participant deferral / active EE | $2,502 | $4,821-48.1% | $4,072-38.6% | $6,401-60.9% |
| Admin fee / account holder | $2,333 | $7,004-66.7% | $5,645-58.7% | $11,431-79.6% |