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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 | $51,613 | $67,396-23.4% | $60,919-15.3% | $134,545-61.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.61% | 50.12%-68.7pp | 16.96%-35.6pp | 418.37%-437.0pp |
| Employer contribution / active EE | $2,395 | $3,101-22.8% | $2,704-11.4% | $4,742-49.5% |
| Participant deferral / active EE | $3,695 | $4,534-18.5% | $3,814-3.1% | $6,401-42.3% |
| Admin fee / account holder | $1,164 | $4,590-74.6% | $3,228-63.9% | $11,431-89.8% |