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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 | $92,409 | $133,998-31.0% | $112,263-17.7% | $134,545-31.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.53% | 47.17%-65.7pp | 27.49%-46.0pp | 418.37%-436.9pp |
| Employer contribution / active EE | $8,610 | $4,040+113.1% | $3,636+136.8% | $4,742+81.6% |
| Participant deferral / active EE | $8,326 | $5,292+57.3% | $4,729+76.1% | $6,401+30.1% |
| Admin fee / account holder | $669 | $7,493-91.1% | $6,410-89.6% | $11,431-94.1% |