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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 | $49,217 | $133,981-63.3% | $112,249-56.2% | $134,532-63.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.97% | 47.16%-63.1pp | 27.48%-43.5pp | 418.27%-434.2pp |
| Employer contribution / active EE | $4,864 | $4,040+20.4% | $3,636+33.8% | $4,741+2.6% |
| Participant deferral / active EE | $4,702 | $5,292-11.1% | $4,729-0.6% | $6,401-26.5% |
| Admin fee / account holder | $13,230 | $7,492+76.6% | $6,412+106.3% | $11,429+15.8% |