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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 | $79,663 | $93,117-14.4% | $77,096+3.3% | $134,532-40.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.39% | 62.67%-83.1pp | 42.35%-62.7pp | 418.27%-438.7pp |
| Employer contribution / active EE | $9,376 | $3,420+174.1% | $2,814+233.1% | $4,741+97.8% |
| Participant deferral / active EE | $8,308 | $5,241+58.5% | $4,429+87.6% | $6,401+29.8% |
| Admin fee / account holder | $1,968 | $6,948-71.7% | $5,428-63.7% | $11,429-82.8% |