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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 | $75,657 | $93,117-18.8% | $77,096-1.9% | $134,532-43.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.70% | 62.67%-80.4pp | 42.35%-60.0pp | 418.27%-436.0pp |
| Employer contribution / active EE | $7,596 | $3,420+122.1% | $2,814+169.9% | $4,741+60.2% |
| Participant deferral / active EE | $7,866 | $5,241+50.1% | $4,429+77.6% | $6,401+22.9% |
| Admin fee / account holder | $15,827 | $6,948+127.8% | $5,428+191.5% | $11,429+38.5% |