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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 | $35,051 | $129,960-73.0% | $104,299-66.4% | $134,545-73.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -10.44% | 42.06%-52.5pp | 24.62%-35.1pp | 418.37%-428.8pp |
| Employer contribution / active EE | $6,558 | $4,186+56.6% | $3,373+94.4% | $4,742+38.3% |
| Participant deferral / active EE | $6,851 | $5,589+22.6% | $4,626+48.1% | $6,401+7.0% |
| Admin fee / account holder | $6,050 | $9,324-35.1% | $7,339-17.6% | $11,431-47.1% |