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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 | $134,918 | $152,591-11.6% | $117,529+14.8% | $134,545+0.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.17% | 53.04%-70.2pp | 29.77%-46.9pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,622 | $5,576-70.9% | $4,179-61.2% | $4,742-65.8% |
| Participant deferral / active EE | $1,622 | $4,821-66.4% | $4,072-60.2% | $6,401-74.7% |
| Admin fee / account holder | $1,050 | $7,004-85.0% | $5,645-81.4% | $11,431-90.8% |