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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 | $102,590 | $133,998-23.4% | $112,263-8.6% | $134,545-23.8% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | -11.99% | 47.17%-59.2pp | 27.49%-39.5pp | 418.37%-430.4pp |
| Employer contribution / active EE | $8,333 | $4,040+106.3% | $3,636+129.2% | $4,742+75.8% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,335 | $7,493-55.5% | $6,410-48.0% | $11,431-70.8% |