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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 | $66,940 | $95,917-30.2% | $79,583-15.9% | $134,545-50.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.09% | -2.70%-17.4pp | 0.16%-20.2pp | 418.37%-438.5pp |
| Employer contribution / active EE | $13,715 | $3,129+338.3% | $2,414+468.2% | $4,742+189.2% |
| Participant deferral / active EE | $7,675 | $4,694+63.5% | $3,986+92.6% | $6,401+19.9% |
| Admin fee / account holder | $3,629 | $9,132-60.3% | $6,835-46.9% | $11,431-68.3% |