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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 | $79,400 | $100,805-21.2% | $86,698-8.4% | $134,532-41.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.01% | 29.09%-46.1pp | 35.95%-53.0pp | 418.27%-435.3pp |
| Employer contribution / active EE | $4,516 | $3,490+29.4% | $2,837+59.2% | $4,741-4.7% |
| Participant deferral / active EE | $8,604 | $5,339+61.1% | $4,656+84.8% | $6,401+34.4% |
| Admin fee / account holder | $49,363 | $10,925+351.8% | $7,493+558.8% | $11,429+331.9% |