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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 | $43,249 | $93,117-53.6% | $77,096-43.9% | $134,532-67.9% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -16.73% | 62.67%-79.4pp | 42.35%-59.1pp | 418.27%-435.0pp |
| Employer contribution / active EE | $9,943 | $3,420+190.7% | $2,814+253.3% | $4,741+109.7% |
| Participant deferral / active EE | $6,144 | $5,241+17.2% | $4,429+38.7% | $6,401-4.0% |
| Admin fee / account holder | $1,813 | $6,948-73.9% | $5,428-66.6% | $11,429-84.1% |