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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 | $81,276 | $133,983-39.3% | $112,244-27.6% | $134,493-39.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.03% | 47.13%-61.2pp | 27.46%-41.5pp | 418.01%-432.0pp |
| Employer contribution / active EE | $5,083 | $4,039+25.9% | $3,635+39.8% | $4,740+7.2% |
| Participant deferral / active EE | $6,523 | $5,291+23.3% | $4,728+38.0% | $6,400+1.9% |
| Admin fee / account holder | $707 | $7,490-90.6% | $6,411-89.0% | $11,425-93.8% |