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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 | $82,077 | $100,805-18.6% | $86,698-5.3% | $134,532-39.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.44% | 29.09%-44.5pp | 35.95%-51.4pp | 418.27%-433.7pp |
| Employer contribution / active EE | $8,507 | $3,490+143.8% | $2,837+199.9% | $4,741+79.4% |
| Participant deferral / active EE | $11,705 | $5,339+119.2% | $4,656+151.4% | $6,401+82.9% |
| Admin fee / account holder | $1,491 | $10,925-86.3% | $7,493-80.1% | $11,429-86.9% |