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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 | $69,555 | $133,981-48.1% | $112,249-38.0% | $134,532-48.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.06% | 47.16%-62.2pp | 27.48%-42.5pp | 418.27%-433.3pp |
| Employer contribution / active EE | $12,004 | $4,040+197.2% | $3,636+230.1% | $4,741+153.2% |
| Participant deferral / active EE | $8,028 | $5,292+51.7% | $4,729+69.8% | $6,401+25.4% |
| Admin fee / account holder | $2,490 | $7,492-66.8% | $6,412-61.2% | $11,429-78.2% |