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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 | $76,195 | $93,098-18.2% | $77,081-1.1% | $134,509-43.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.64% | 62.63%-83.3pp | 42.33%-63.0pp | 418.13%-438.8pp |
| Employer contribution / active EE | $9,177 | $3,419+168.4% | $2,813+226.2% | $4,741+93.6% |
| Participant deferral / active EE | $9,057 | $5,239+72.9% | $4,428+104.5% | $6,400+41.5% |
| Admin fee / account holder | $2,971 | $6,945-57.2% | $5,427-45.3% | $11,427-74.0% |