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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 | $80,272 | $95,915-16.3% | $79,580+0.9% | $134,532-40.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.41% | -2.71%-17.7pp | 0.15%-20.6pp | 418.27%-438.7pp |
| Employer contribution / active EE | $4,320 | $3,129+38.1% | $2,413+79.0% | $4,741-8.9% |
| Participant deferral / active EE | $8,922 | $4,693+90.1% | $3,985+123.9% | $6,401+39.4% |
| Admin fee / account holder | $887 | $9,132-90.3% | $6,835-87.0% | $11,429-92.2% |