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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 | $76,394 | $100,811-24.2% | $86,698-11.9% | $134,545-43.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.19% | 29.11%-43.3pp | 35.96%-50.2pp | 418.37%-432.6pp |
| Employer contribution / active EE | $2,640 | $3,490-24.4% | $2,837-6.9% | $4,742-44.3% |
| Participant deferral / active EE | $6,721 | $5,339+25.9% | $4,656+44.3% | $6,401+5.0% |
| Admin fee / account holder | $32,951 | $10,926+201.6% | $7,492+339.8% | $11,431+188.3% |