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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 | $59,976 | $100,811-40.5% | $86,698-30.8% | $134,545-55.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.70% | 29.11%-43.8pp | 35.96%-50.7pp | 418.37%-433.1pp |
| Employer contribution / active EE | $5,391 | $3,490+54.4% | $2,837+90.0% | $4,742+13.7% |
| Participant deferral / active EE | $3,983 | $5,339-25.4% | $4,656-14.5% | $6,401-37.8% |
| Admin fee / account holder | $22,909 | $10,926+109.7% | $7,492+205.8% | $11,431+100.4% |