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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 | $64,911 | $95,895-32.3% | $79,576-18.4% | $134,509-51.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.93% | -2.72%-13.2pp | 0.15%-16.1pp | 418.13%-434.1pp |
| Employer contribution / active EE | $10,163 | $3,128+224.9% | $2,413+321.2% | $4,741+114.4% |
| Participant deferral / active EE | $6,635 | $4,693+41.4% | $3,985+66.5% | $6,400+3.7% |
| Admin fee / account holder | $640 | $9,129-93.0% | $6,834-90.6% | $11,427-94.4% |