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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 | $63,381 | $93,098-31.9% | $77,081-17.8% | $134,509-52.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.22% | 62.63%-79.9pp | 42.33%-59.5pp | 418.13%-435.4pp |
| Employer contribution / active EE | $5,285 | $3,419+54.6% | $2,813+87.8% | $4,741+11.5% |
| Participant deferral / active EE | $5,385 | $5,239+2.8% | $4,428+21.6% | $6,400-15.9% |
| Admin fee / account holder | $887 | $6,945-87.2% | $5,427-83.7% | $11,427-92.2% |