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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 | $55,219 | $106,557-48.2% | $91,227-39.5% | $134,545-59.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -10.58% | 160.81%-171.4pp | 114.14%-124.7pp | 418.37%-428.9pp |
| Employer contribution / active EE | $3,074 | $3,332-7.7% | $2,851+7.8% | $4,742-35.2% |
| Participant deferral / active EE | $2,940 | $4,719-37.7% | $4,234-30.6% | $6,401-54.1% |
| Admin fee / account holder | $4,526 | $6,235-27.4% | $5,423-16.5% | $11,431-60.4% |