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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 | $60,836 | $134,001-54.6% | $112,258-45.8% | $134,509-54.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.55% | 47.15%-64.7pp | 27.47%-45.0pp | 418.13%-435.7pp |
| Employer contribution / active EE | $5,921 | $4,039+46.6% | $3,636+62.9% | $4,741+24.9% |
| Participant deferral / active EE | $19,703 | $5,291+272.4% | $4,728+316.7% | $6,400+207.8% |
| Admin fee / account holder | $9,518 | $7,491+27.1% | $6,411+48.5% | $11,427-16.7% |