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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 | $59,801 | $133,998-55.4% | $112,263-46.7% | $134,545-55.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.91% | 47.17%-66.1pp | 27.49%-46.4pp | 418.37%-437.3pp |
| Employer contribution / active EE | $8,071 | $4,040+99.8% | $3,636+122.0% | $4,742+70.2% |
| Participant deferral / active EE | $6,894 | $5,292+30.3% | $4,729+45.8% | $6,401+7.7% |
| Admin fee / account holder | $3,989 | $7,493-46.8% | $6,410-37.8% | $11,431-65.1% |