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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 | $95,942 | $129,959-26.2% | $104,301-8.0% | $134,532-28.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.03% | 42.04%-62.1pp | 24.61%-44.6pp | 418.27%-438.3pp |
| Employer contribution / active EE | $5,774 | $4,185+37.9% | $3,373+71.2% | $4,741+21.8% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,508 | $9,325-83.8% | $7,340-79.5% | $11,429-86.8% |