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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 | $56,557 | $129,960-56.5% | $104,299-45.8% | $134,545-58.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.86% | 42.06%-56.9pp | 24.62%-39.5pp | 418.37%-433.2pp |
| Employer contribution / active EE | $5,618 | $4,186+34.2% | $3,373+66.5% | $4,742+18.5% |
| Participant deferral / active EE | $2,026 | $5,589-63.8% | $4,626-56.2% | $6,401-68.4% |
| Admin fee / account holder | $14,066 | $9,324+50.9% | $7,339+91.6% | $11,431+23.1% |