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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 | $61,580 | $93,124-33.9% | $77,100-20.1% | $134,545-54.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.21% | 62.68%-74.9pp | 42.35%-54.6pp | 418.37%-430.6pp |
| Employer contribution / active EE | $8,068 | $3,421+135.8% | $2,815+186.6% | $4,742+70.2% |
| Participant deferral / active EE | $3,940 | $5,242-24.8% | $4,430-11.1% | $6,401-38.5% |
| Admin fee / account holder | $1,118 | $6,970-84.0% | $5,443-79.5% | $11,431-90.2% |