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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 | $40,562 | $133,998-69.7% | $112,263-63.9% | $134,545-69.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.33% | 47.17%-63.5pp | 27.49%-43.8pp | 418.37%-434.7pp |
| Employer contribution / active EE | $3,172 | $4,040-21.5% | $3,636-12.8% | $4,742-33.1% |
| Participant deferral / active EE | $3,948 | $5,292-25.4% | $4,729-16.5% | $6,401-38.3% |
| Admin fee / account holder | $3,393 | $7,493-54.7% | $6,410-47.1% | $11,431-70.3% |