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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 | $84,696 | $133,998-36.8% | $112,263-24.6% | $134,545-37.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.62% | 47.17%-61.8pp | 27.49%-42.1pp | 418.37%-433.0pp |
| Employer contribution / active EE | $4,471 | $4,040+10.7% | $3,636+23.0% | $4,742-5.7% |
| Participant deferral / active EE | $5,000 | $5,292-5.5% | $4,729+5.7% | $6,401-21.9% |
| Admin fee / account holder | $1,057 | $7,493-85.9% | $6,410-83.5% | $11,431-90.8% |