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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 | $66,533 | $129,959-48.8% | $104,301-36.2% | $134,532-50.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.39% | 42.04%-60.4pp | 24.61%-43.0pp | 418.27%-436.7pp |
| Employer contribution / active EE | $2,106 | $4,185-49.7% | $3,373-37.6% | $4,741-55.6% |
| Participant deferral / active EE | $6,087 | $5,589+8.9% | $4,626+31.6% | $6,401-4.9% |
| Admin fee / account holder | $1,291 | $9,325-86.2% | $7,340-82.4% | $11,429-88.7% |