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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 | $78,879 | $133,981-41.1% | $112,249-29.7% | $134,532-41.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.69% | 47.16%-61.9pp | 27.48%-42.2pp | 418.27%-433.0pp |
| Employer contribution / active EE | $3,250 | $4,040-19.6% | $3,636-10.6% | $4,741-31.5% |
| Participant deferral / active EE | $11,765 | $5,292+122.3% | $4,729+148.8% | $6,401+83.8% |
| Admin fee / account holder | $3,692 | $7,492-50.7% | $6,412-42.4% | $11,429-67.7% |