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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 | $61,958 | $54,357+14.0% | $82,706-25.1% | $68,495-9.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -12.64% | -13.67%+1.0pp | 701.76%-714.4pp | -7.84%-4.8pp |
| Employer contribution / active EE | $5,421 | $2,218+144.3% | $3,007+80.2% | $2,596+108.8% |
| Participant deferral / active EE | $5,440 | $3,246+67.6% | $4,394+23.8% | $4,028+35.1% |
| Admin fee / account holder | $27,982 | $4,396+536.5% | $5,329+425.1% | $5,403+417.9% |