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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 | $60,478 | $133,981-54.9% | $112,249-46.1% | $134,532-55.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.20% | 47.16%-60.4pp | 27.48%-40.7pp | 418.27%-431.5pp |
| Employer contribution / active EE | $6,135 | $4,040+51.9% | $3,636+68.7% | $4,741+29.4% |
| Participant deferral / active EE | $26,954 | $5,292+409.3% | $4,729+470.0% | $6,401+321.1% |
| Admin fee / account holder | $12,168 | $7,492+62.4% | $6,412+89.8% | $11,429+6.5% |