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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 | $54,151 | $129,959-58.3% | $104,301-48.1% | $134,532-59.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.76% | 42.04%-60.8pp | 24.61%-43.4pp | 418.27%-437.0pp |
| Employer contribution / active EE | $2,471 | $4,185-41.0% | $3,373-26.7% | $4,741-47.9% |
| Participant deferral / active EE | $3,719 | $5,589-33.5% | $4,626-19.6% | $6,401-41.9% |
| Admin fee / account holder | $2,119 | $9,325-77.3% | $7,340-71.1% | $11,429-81.5% |