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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 | $72,452 | $129,960-44.3% | $104,299-30.5% | $134,545-46.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.78% | 42.06%-59.8pp | 24.62%-42.4pp | 418.37%-436.2pp |
| Employer contribution / active EE | $5,039 | $4,186+20.4% | $3,373+49.4% | $4,742+6.3% |
| Participant deferral / active EE | $9,409 | $5,589+68.3% | $4,626+103.4% | $6,401+47.0% |
| Admin fee / account holder | $2,588 | $9,324-72.2% | $7,339-64.7% | $11,431-77.4% |