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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 | $65,794 | $82,324-20.1% | $68,803-4.4% | $134,545-51.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.85% | -2.17%-9.7pp | -6.37%-5.5pp | 418.37%-430.2pp |
| Employer contribution / active EE | $9,297 | $3,302+181.6% | $2,656+250.1% | $4,742+96.1% |
| Participant deferral / active EE | $5,171 | $4,740+9.1% | $3,942+31.2% | $6,401-19.2% |
| Admin fee / account holder | $895 | $6,485-86.2% | $4,936-81.9% | $11,431-92.2% |