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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 | $58,594 | $106,549-45.0% | $91,225-35.8% | $134,509-56.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.24% | 160.73%-175.0pp | 114.10%-128.3pp | 418.13%-432.4pp |
| Employer contribution / active EE | $2,193 | $3,331-34.2% | $2,851-23.1% | $4,741-53.7% |
| Participant deferral / active EE | $8,824 | $4,719+87.0% | $4,234+108.4% | $6,400+37.9% |
| Admin fee / account holder | $15,713 | $6,234+152.1% | $5,422+189.8% | $11,427+37.5% |