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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 | $74,403 | $105,861-29.7% | $90,756-18.0% | $134,509-44.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.74% | -10.99%-7.7pp | -12.16%-6.6pp | 418.13%-436.9pp |
| Employer contribution / active EE | $5,380 | $3,463+55.3% | $2,922+84.1% | $4,741+13.5% |
| Participant deferral / active EE | $25,000 | $5,217+379.2% | $4,565+447.7% | $6,400+290.6% |
| Admin fee / account holder | $314 | $13,938-97.8% | $8,445-96.3% | $11,427-97.3% |