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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 | $53,202 | $129,960-59.1% | $104,299-49.0% | $134,545-60.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.64% | 42.06%-61.7pp | 24.62%-44.3pp | 418.37%-438.0pp |
| Employer contribution / active EE | $2,869 | $4,186-31.5% | $3,373-14.9% | $4,742-39.5% |
| Participant deferral / active EE | $11,410 | $5,589+104.1% | $4,626+146.7% | $6,401+78.2% |
| Admin fee / account holder | $2,066 | $9,324-77.8% | $7,339-71.9% | $11,431-81.9% |