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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 | $8,670 | $93,124-90.7% | $77,100-88.8% | $134,545-93.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.92% | 62.68%-81.6pp | 42.35%-61.3pp | 418.37%-437.3pp |
| Employer contribution / active EE | $3,032 | $3,421-11.4% | $2,815+7.7% | $4,742-36.1% |
| Participant deferral / active EE | $5,038 | $5,242-3.9% | $4,430+13.7% | $6,401-21.3% |
| Admin fee / account holder | $2,050 | $6,970-70.6% | $5,443-62.3% | $11,431-82.1% |