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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 | $111,316 | $152,591-27.0% | $117,529-5.3% | $134,545-17.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.01% | 53.04%-71.0pp | 29.77%-47.8pp | 418.37%-436.4pp |
| Employer contribution / active EE | $1,591 | $5,576-71.5% | $4,179-61.9% | $4,742-66.5% |
| Participant deferral / active EE | $14,423 | $4,821+199.2% | $4,072+254.2% | $6,401+125.3% |
| Admin fee / account holder | $3,378 | $7,004-51.8% | $5,645-40.2% | $11,431-70.4% |