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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 | $57,537 | $133,981-57.1% | $112,249-48.7% | $134,532-57.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.23% | 47.16%-63.4pp | 27.48%-43.7pp | 418.27%-434.5pp |
| Employer contribution / active EE | $2,525 | $4,040-37.5% | $3,636-30.6% | $4,741-46.7% |
| Participant deferral / active EE | $9,329 | $5,292+76.3% | $4,729+97.3% | $6,401+45.7% |
| Admin fee / account holder | $35,912 | $7,492+379.4% | $6,412+460.0% | $11,429+214.2% |