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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 | $63,569 | $134,001-52.6% | $112,258-43.4% | $134,509-52.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.73% | 47.15%-59.9pp | 27.47%-40.2pp | 418.13%-430.9pp |
| Employer contribution / active EE | $3,809 | $4,039-5.7% | $3,636+4.8% | $4,741-19.6% |
| Participant deferral / active EE | $5,499 | $5,291+3.9% | $4,728+16.3% | $6,400-14.1% |
| Admin fee / account holder | $13,855 | $7,491+85.0% | $6,411+116.1% | $11,427+21.3% |