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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 | $60,211 | $133,981-55.1% | $112,249-46.4% | $134,532-55.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.87% | 47.16%-64.0pp | 27.48%-44.3pp | 418.27%-435.1pp |
| Employer contribution / active EE | $2,330 | $4,040-42.3% | $3,636-35.9% | $4,741-50.8% |
| Participant deferral / active EE | $2,006 | $5,292-62.1% | $4,729-57.6% | $6,401-68.7% |
| Admin fee / account holder | $338 | $7,492-95.5% | $6,412-94.7% | $11,429-97.0% |