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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 | $56,327 | $88,603-36.4% | $69,890-19.4% | $134,545-58.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.47% | 442.93%-460.4pp | 190.84%-208.3pp | 418.37%-435.8pp |
| Employer contribution / active EE | $2,274 | $3,236-29.7% | $2,560-11.2% | $4,742-52.0% |
| Participant deferral / active EE | $3,501 | $4,771-26.6% | $3,848-9.0% | $6,401-45.3% |
| Admin fee / account holder | $1,484 | $10,443-85.8% | $6,267-76.3% | $11,431-87.0% |