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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 | $83,949 | $100,805-16.7% | $86,698-3.2% | $134,532-37.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.31% | 29.09%-45.4pp | 35.95%-52.3pp | 418.27%-434.6pp |
| Employer contribution / active EE | $9,756 | $3,490+179.6% | $2,837+243.9% | $4,741+105.8% |
| Participant deferral / active EE | $6,089 | $5,339+14.0% | $4,656+30.8% | $6,401-4.9% |
| Admin fee / account holder | $17,940 | $10,925+64.2% | $7,493+139.4% | $11,429+57.0% |