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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 | $54,470 | $100,811-46.0% | $86,698-37.2% | $134,545-59.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.19% | 29.11%-42.3pp | 35.96%-49.2pp | 418.37%-431.6pp |
| Employer contribution / active EE | $6,784 | $3,490+94.4% | $2,837+139.2% | $4,742+43.1% |
| Participant deferral / active EE | $7,784 | $5,339+45.8% | $4,656+67.2% | $6,401+21.6% |
| Admin fee / account holder | $54,599 | $10,926+399.7% | $7,492+628.8% | $11,431+377.7% |