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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 | $68,369 | $133,998-49.0% | $112,263-39.1% | $134,545-49.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.68% | 47.17%-64.9pp | 27.49%-45.2pp | 418.37%-436.1pp |
| Employer contribution / active EE | $4,163 | $4,040+3.0% | $3,636+14.5% | $4,742-12.2% |
| Participant deferral / active EE | $15,441 | $5,292+191.8% | $4,729+226.5% | $6,401+141.2% |
| Admin fee / account holder | $1,071 | $7,493-85.7% | $6,410-83.3% | $11,431-90.6% |