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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 | $80,679 | $152,591-47.1% | $117,529-31.4% | $134,545-40.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.62% | 53.04%-70.7pp | 29.77%-47.4pp | 418.37%-436.0pp |
| Employer contribution / active EE | $17,996 | $5,576+222.7% | $4,179+330.6% | $4,742+279.5% |
| Participant deferral / active EE | $2,167 | $4,821-55.1% | $4,072-46.8% | $6,401-66.2% |
| Admin fee / account holder | $4,362 | $7,004-37.7% | $5,645-22.7% | $11,431-61.8% |