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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 | $76,113 | $129,959-41.4% | $104,301-27.0% | $134,509-43.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.59% | 42.04%-58.6pp | 24.61%-41.2pp | 418.13%-434.7pp |
| Employer contribution / active EE | $3,832 | $4,185-8.4% | $3,373+13.6% | $4,741-19.2% |
| Participant deferral / active EE | $3,417 | $5,589-38.9% | $4,626-26.1% | $6,400-46.6% |
| Admin fee / account holder | $615 | $9,325-93.4% | $7,340-91.6% | $11,427-94.6% |