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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 | $50,047 | $54,357-7.9% | $82,706-39.5% | $68,495-26.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.60% | -13.67%-0.9pp | 701.76%-716.4pp | -7.84%-6.8pp |
| Employer contribution / active EE | $4,546 | $2,218+104.9% | $3,007+51.2% | $2,596+75.1% |
| Participant deferral / active EE | $7,431 | $3,246+128.9% | $4,394+69.1% | $4,028+84.5% |
| Admin fee / account holder | $6,263 | $4,396+42.5% | $5,329+17.5% | $5,403+15.9% |