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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 | $62,087 | $100,792-38.4% | $86,691-28.4% | $134,509-53.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.33% | 29.08%-43.4pp | 35.94%-50.3pp | 418.13%-432.5pp |
| Employer contribution / active EE | $9,067 | $3,491+159.8% | $2,837+219.6% | $4,741+91.3% |
| Participant deferral / active EE | $12,182 | $5,339+128.2% | $4,656+161.6% | $6,400+90.3% |
| Admin fee / account holder | $849 | $10,924-92.2% | $7,492-88.7% | $11,427-92.6% |