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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 | $152,542-65.7% | $117,498-55.4% | $134,509-61.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.02% | 53.02%-72.0pp | 29.75%-48.8pp | 418.13%-437.1pp |
| Employer contribution / active EE | $3,529 | $5,574-36.7% | $4,178-15.5% | $4,741-25.6% |
| Participant deferral / active EE | $2,502 | $4,819-48.1% | $4,071-38.6% | $6,400-60.9% |
| Admin fee / account holder | $2,333 | $7,006-66.7% | $5,646-58.7% | $11,427-79.6% |