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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 | $18,249 | $133,998-86.4% | $112,263-83.7% | $134,545-86.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.20% | 47.17%-63.4pp | 27.49%-43.7pp | 418.37%-434.6pp |
| Employer contribution / active EE | $2,233 | $4,040-44.7% | $3,636-38.6% | $4,742-52.9% |
| Participant deferral / active EE | $2,955 | $5,292-44.2% | $4,729-37.5% | $6,401-53.8% |
| Admin fee / account holder | $38,962 | $7,493+420.0% | $6,410+507.8% | $11,431+240.9% |