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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 | $85,018 | $129,960-34.6% | $104,299-18.5% | $134,545-36.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.81% | 42.06%-53.9pp | 24.62%-36.4pp | 418.37%-430.2pp |
| Employer contribution / active EE | $5,832 | $4,186+39.3% | $3,373+72.9% | $4,742+23.0% |
| Participant deferral / active EE | $5,999 | $5,589+7.3% | $4,626+29.7% | $6,401-6.3% |
| Admin fee / account holder | $49,329 | $9,324+429.1% | $7,339+572.1% | $11,431+331.5% |