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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 | $82,258 | $100,805-18.4% | $86,698-5.1% | $134,532-38.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.13% | 29.09%-49.2pp | 35.95%-56.1pp | 418.27%-438.4pp |
| Employer contribution / active EE | $15,592 | $3,490+346.7% | $2,837+449.6% | $4,741+228.9% |
| Participant deferral / active EE | $3,288 | $5,339-38.4% | $4,656-29.4% | $6,401-48.6% |
| Admin fee / account holder | $724 | $10,925-93.4% | $7,493-90.3% | $11,429-93.7% |