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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 | $70,830 | $88,585-20.0% | $69,884+1.4% | $134,532-47.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -19.19% | 442.80%-462.0pp | 190.81%-210.0pp | 418.27%-437.5pp |
| Employer contribution / active EE | $8,441 | $3,235+160.9% | $2,560+229.7% | $4,741+78.0% |
| Participant deferral / active EE | $9,312 | $4,770+95.2% | $3,848+142.0% | $6,401+45.5% |
| Admin fee / account holder | $10,975 | $10,441+5.1% | $6,266+75.1% | $11,429-4.0% |