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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 | $51,242 | $129,959-60.6% | $104,301-50.9% | $134,532-61.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.67% | 42.04%-61.7pp | 24.61%-44.3pp | 418.27%-437.9pp |
| Employer contribution / active EE | $4,379 | $4,185+4.6% | $3,373+29.8% | $4,741-7.6% |
| Participant deferral / active EE | $10,628 | $5,589+90.2% | $4,626+129.8% | $6,401+66.0% |
| Admin fee / account holder | $1,470 | $9,325-84.2% | $7,340-80.0% | $11,429-87.1% |