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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 | $107,276 | $133,998-19.9% | $112,263-4.4% | $134,545-20.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.11% | 47.17%-65.3pp | 27.49%-45.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $3,539 | $4,040-12.4% | $3,636-2.7% | $4,742-25.4% |
| Participant deferral / active EE | $4,496 | $5,292-15.0% | $4,729-4.9% | $6,401-29.8% |
| Admin fee / account holder | $144,229 | $7,493+1824.9% | $6,410+2149.9% | $11,431+1161.8% |