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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 | $78,605 | $93,117-15.6% | $77,096+2.0% | $134,532-41.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.21% | 62.67%-80.9pp | 42.35%-60.6pp | 418.27%-436.5pp |
| Employer contribution / active EE | $1,461 | $3,420-57.3% | $2,814-48.1% | $4,741-69.2% |
| Participant deferral / active EE | $8,484 | $5,241+61.9% | $4,429+91.6% | $6,401+32.5% |
| Admin fee / account holder | $940 | $6,948-86.5% | $5,428-82.7% | $11,429-91.8% |