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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 | $105,783 | $152,591-30.7% | $117,529-10.0% | $134,545-21.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.47% | 53.04%-66.5pp | 29.77%-43.2pp | 418.37%-431.8pp |
| Employer contribution / active EE | $7,626 | $5,576+36.8% | $4,179+82.5% | $4,742+60.8% |
| Participant deferral / active EE | $6,519 | $4,821+35.2% | $4,072+60.1% | $6,401+1.8% |
| Admin fee / account holder | $2,682 | $7,004-61.7% | $5,645-52.5% | $11,431-76.5% |