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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 | $37,561 | $133,998-72.0% | $112,263-66.5% | $134,545-72.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.48% | 47.17%-63.7pp | 27.49%-44.0pp | 418.37%-434.8pp |
| Employer contribution / active EE | $5,052 | $4,040+25.0% | $3,636+38.9% | $4,742+6.5% |
| Participant deferral / active EE | $2,745 | $5,292-48.1% | $4,729-42.0% | $6,401-57.1% |
| Admin fee / account holder | $7,520 | $7,493+0.4% | $6,410+17.3% | $11,431-34.2% |