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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 | $62,415 | $133,981-53.4% | $112,249-44.4% | $134,532-53.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.93% | 47.16%-65.1pp | 27.48%-45.4pp | 418.27%-436.2pp |
| Employer contribution / active EE | $9,487 | $4,040+134.8% | $3,636+160.9% | $4,741+100.1% |
| Participant deferral / active EE | $7,653 | $5,292+44.6% | $4,729+61.8% | $6,401+19.6% |
| Admin fee / account holder | $1,460 | $7,492-80.5% | $6,412-77.2% | $11,429-87.2% |