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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 | $55,333 | $93,117-40.6% | $77,096-28.2% | $134,532-58.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.17% | 62.67%-82.8pp | 42.35%-62.5pp | 418.27%-438.4pp |
| Employer contribution / active EE | $4,651 | $3,420+36.0% | $2,814+65.3% | $4,741-1.9% |
| Participant deferral / active EE | $7,944 | $5,241+51.6% | $4,429+79.4% | $6,401+24.1% |
| Admin fee / account holder | $993 | $6,948-85.7% | $5,428-81.7% | $11,429-91.3% |