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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 | $73,220 | $54,355+34.7% | $82,744-11.5% | $68,486+6.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.42% | -13.67%-3.7pp | 702.22%-719.6pp | -7.85%-9.6pp |
| Employer contribution / active EE | $2,406 | $2,219+8.4% | $3,008-20.0% | $2,597-7.3% |
| Participant deferral / active EE | $8,214 | $3,246+153.0% | $4,395+86.9% | $4,028+103.9% |
| Admin fee / account holder | $3,616 | $4,397-17.8% | $5,325-32.1% | $5,404-33.1% |