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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 | $48,634 | $82,324-40.9% | $68,803-29.3% | $134,545-63.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.50% | -2.17%-14.3pp | -6.37%-10.1pp | 418.37%-434.9pp |
| Employer contribution / active EE | $5,289 | $3,302+60.2% | $2,656+99.1% | $4,742+11.5% |
| Participant deferral / active EE | $4,749 | $4,740+0.2% | $3,942+20.5% | $6,401-25.8% |
| Admin fee / account holder | $18,528 | $6,485+185.7% | $4,936+275.4% | $11,431+62.1% |