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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 | $60,740 | $67,396-9.9% | $60,919-0.3% | $134,545-54.9% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.1%+22.1pp | 81.2%+14.0pp |
| Annual return | -9.95% | 50.12%-60.1pp | 16.96%-26.9pp | 418.37%-428.3pp |
| Employer contribution / active EE | $5,921 | $3,101+90.9% | $2,704+119.0% | $4,742+24.9% |
| Participant deferral / active EE | $2,726 | $4,534-39.9% | $3,814-28.5% | $6,401-57.4% |
| Admin fee / account holder | $2,202 | $4,590-52.0% | $3,228-31.8% | $11,431-80.7% |