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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 | $75,430 | $133,998-43.7% | $112,263-32.8% | $134,545-43.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.23% | 47.17%-61.4pp | 27.49%-41.7pp | 418.37%-432.6pp |
| Employer contribution / active EE | $2,056 | $4,040-49.1% | $3,636-43.5% | $4,742-56.6% |
| Participant deferral / active EE | $4,660 | $5,292-11.9% | $4,729-1.5% | $6,401-27.2% |
| Admin fee / account holder | $11,712 | $7,493+56.3% | $6,410+82.7% | $11,431+2.5% |