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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 | $80,965 | $129,959-37.7% | $104,301-22.4% | $134,532-39.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.00% | 42.04%-53.0pp | 24.61%-35.6pp | 418.27%-429.3pp |
| Employer contribution / active EE | $2,550 | $4,185-39.1% | $3,373-24.4% | $4,741-46.2% |
| Participant deferral / active EE | $2,550 | $5,589-54.4% | $4,626-44.9% | $6,401-60.2% |
| Admin fee / account holder | $585 | $9,325-93.7% | $7,340-92.0% | $11,429-94.9% |