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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 | $33,584 | $133,998-74.9% | $112,263-70.1% | $134,545-75.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.06% | 47.17%-66.2pp | 27.49%-46.6pp | 418.37%-437.4pp |
| Employer contribution / active EE | $2,305 | $4,040-42.9% | $3,636-36.6% | $4,742-51.4% |
| Participant deferral / active EE | $6,357 | $5,292+20.1% | $4,729+34.4% | $6,401-0.7% |
| Admin fee / account holder | $1,401 | $7,493-81.3% | $6,410-78.1% | $11,431-87.7% |