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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 | $37,901 | $67,352-43.7% | $60,899-37.8% | $134,509-71.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.16% | 49.99%-69.1pp | 16.92%-36.1pp | 418.13%-437.3pp |
| Employer contribution / active EE | $3,450 | $3,098+11.4% | $2,702+27.7% | $4,741-27.2% |
| Participant deferral / active EE | $5,162 | $4,539+13.7% | $3,817+35.2% | $6,400-19.3% |
| Admin fee / account holder | $5,300 | $4,585+15.6% | $3,225+64.3% | $11,427-53.6% |