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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 | $99,683 | $152,591-34.7% | $117,529-15.2% | $134,545-25.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.36% | 53.04%-71.4pp | 29.77%-48.1pp | 418.37%-436.7pp |
| Employer contribution / active EE | $2,461 | $5,576-55.9% | $4,179-41.1% | $4,742-48.1% |
| Participant deferral / active EE | $8,952 | $4,821+85.7% | $4,072+119.8% | $6,401+39.9% |
| Admin fee / account holder | $3,881 | $7,004-44.6% | $5,645-31.2% | $11,431-66.0% |