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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 | $74,734 | $93,098-19.7% | $77,081-3.0% | $134,509-44.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.48% | 62.63%-80.1pp | 42.33%-59.8pp | 418.13%-435.6pp |
| Employer contribution / active EE | $13,755 | $3,419+302.3% | $2,813+388.9% | $4,741+190.2% |
| Participant deferral / active EE | $11,577 | $5,239+121.0% | $4,428+161.5% | $6,400+80.9% |
| Admin fee / account holder | $77,512 | $6,945+1016.1% | $5,427+1328.4% | $11,427+578.3% |