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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 | $33,632 | $133,998-74.9% | $112,263-70.0% | $134,545-75.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.99% | 47.17%-63.2pp | 27.49%-43.5pp | 418.37%-434.4pp |
| Employer contribution / active EE | $2,784 | $4,040-31.1% | $3,636-23.4% | $4,742-41.3% |
| Participant deferral / active EE | $6,332 | $5,292+19.7% | $4,729+33.9% | $6,401-1.1% |
| Admin fee / account holder | $12,166 | $7,493+62.4% | $6,410+89.8% | $11,431+6.4% |