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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 | $60,453 | $54,357+11.2% | $82,706-26.9% | $68,495-11.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.00% | -13.67%-1.3pp | 701.76%-716.8pp | -7.84%-7.2pp |
| Employer contribution / active EE | $4,324 | $2,218+94.9% | $3,007+43.8% | $2,596+66.5% |
| Participant deferral / active EE | $4,153 | $3,246+27.9% | $4,394-5.5% | $4,028+3.1% |
| Admin fee / account holder | $1,792 | $4,396-59.2% | $5,329-66.4% | $5,403-66.8% |