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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 | $75,214 | $93,117-19.2% | $77,096-2.4% | $134,532-44.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.04% | 62.67%-76.7pp | 42.35%-56.4pp | 418.27%-432.3pp |
| Employer contribution / active EE | $11,236 | $3,420+228.5% | $2,814+299.2% | $4,741+137.0% |
| Participant deferral / active EE | $18,548 | $5,241+253.9% | $4,429+318.8% | $6,401+189.8% |
| Admin fee / account holder | $2,422 | $6,948-65.1% | $5,428-55.4% | $11,429-78.8% |