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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 | $81,311 | $133,981-39.3% | $112,249-27.6% | $134,532-39.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.11% | 47.16%-66.3pp | 27.48%-46.6pp | 418.27%-437.4pp |
| Employer contribution / active EE | $5,026 | $4,040+24.4% | $3,636+38.2% | $4,741+6.0% |
| Participant deferral / active EE | $7,548 | $5,292+42.6% | $4,729+59.6% | $6,401+17.9% |
| Admin fee / account holder | $2,867 | $7,492-61.7% | $6,412-55.3% | $11,429-74.9% |