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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 | $86,305 | $133,981-35.6% | $112,249-23.1% | $134,532-35.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.74% | 47.16%-61.9pp | 27.48%-42.2pp | 418.27%-433.0pp |
| Employer contribution / active EE | $2,287 | $4,040-43.4% | $3,636-37.1% | $4,741-51.8% |
| Participant deferral / active EE | $4,237 | $5,292-19.9% | $4,729-10.4% | $6,401-33.8% |
| Admin fee / account holder | $1,028 | $7,492-86.3% | $6,412-84.0% | $11,429-91.0% |