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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 | $61,390 | $93,124-34.1% | $77,100-20.4% | $134,545-54.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.67% | 62.68%-80.3pp | 42.35%-60.0pp | 418.37%-436.0pp |
| Employer contribution / active EE | $3,818 | $3,421+11.6% | $2,815+35.6% | $4,742-19.5% |
| Participant deferral / active EE | $8,196 | $5,242+56.3% | $4,430+85.0% | $6,401+28.0% |
| Admin fee / account holder | $602 | $6,970-91.4% | $5,443-88.9% | $11,431-94.7% |