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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 | $91,795 | $129,960-29.4% | $104,299-12.0% | $134,545-31.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.86% | 42.06%-55.9pp | 24.62%-38.5pp | 418.37%-432.2pp |
| Employer contribution / active EE | $15,546 | $4,186+271.4% | $3,373+360.9% | $4,742+227.9% |
| Participant deferral / active EE | $6,656 | $5,589+19.1% | $4,626+43.9% | $6,401+4.0% |
| Admin fee / account holder | $728 | $9,324-92.2% | $7,339-90.1% | $11,431-93.6% |