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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 | $116,373 | $129,960-10.5% | $104,299+11.6% | $134,545-13.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -12.85% | 42.06%-54.9pp | 24.62%-37.5pp | 418.37%-431.2pp |
| Employer contribution / active EE | $7,004 | $4,186+67.3% | $3,373+107.6% | $4,742+47.7% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $656 | $9,324-93.0% | $7,339-91.1% | $11,431-94.3% |