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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 | $89,553 | $100,811-11.2% | $86,698+3.3% | $134,545-33.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.87% | 29.11%-45.0pp | 35.96%-51.8pp | 418.37%-434.2pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $13,496 | $5,339+152.8% | $4,656+189.8% | $6,401+110.8% |
| Admin fee / account holder | $5,812 | $10,926-46.8% | $7,492-22.4% | $11,431-49.2% |