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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 | $87,122 | $133,998-35.0% | $112,263-22.4% | $134,545-35.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.97% | 47.17%-64.1pp | 27.49%-44.5pp | 418.37%-435.3pp |
| Employer contribution / active EE | $7,619 | $4,040+88.6% | $3,636+109.5% | $4,742+60.7% |
| Participant deferral / active EE | $6,049 | $5,292+14.3% | $4,729+27.9% | $6,401-5.5% |
| Admin fee / account holder | $963 | $7,493-87.2% | $6,410-85.0% | $11,431-91.6% |