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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 | $39,525 | $93,098-57.5% | $77,081-48.7% | $134,509-70.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.58% | 62.63%-80.2pp | 42.33%-59.9pp | 418.13%-435.7pp |
| Employer contribution / active EE | $8,385 | $3,419+145.2% | $2,813+198.0% | $4,741+76.9% |
| Participant deferral / active EE | $6,658 | $5,239+27.1% | $4,428+50.4% | $6,400+4.0% |
| Admin fee / account holder | $8,771 | $6,945+26.3% | $5,427+61.6% | $11,427-23.2% |