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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 | $75,014 | $100,792-25.6% | $86,691-13.5% | $134,509-44.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.49% | 29.08%-39.6pp | 35.94%-46.4pp | 418.13%-428.6pp |
| Employer contribution / active EE | $4,065 | $3,491+16.5% | $2,837+43.3% | $4,741-14.2% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $26,395 | $10,924+141.6% | $7,492+252.3% | $11,427+131.0% |