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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 | $53,894 | $129,959-58.5% | $104,301-48.3% | $134,509-59.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.84% | 42.04%-55.9pp | 24.61%-38.5pp | 418.13%-432.0pp |
| Employer contribution / active EE | $21,726 | $4,185+419.1% | $3,373+544.2% | $4,741+358.3% |
| Participant deferral / active EE | $6,017 | $5,589+7.6% | $4,626+30.1% | $6,400-6.0% |
| Admin fee / account holder | $2,367 | $9,325-74.6% | $7,340-67.8% | $11,427-79.3% |