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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 | $75,097 | $93,117-19.4% | $77,096-2.6% | $134,532-44.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.66% | 62.67%-81.3pp | 42.35%-61.0pp | 418.27%-436.9pp |
| Employer contribution / active EE | $3,352 | $3,420-2.0% | $2,814+19.1% | $4,741-29.3% |
| Participant deferral / active EE | $11,941 | $5,241+127.8% | $4,429+169.6% | $6,401+86.6% |
| Admin fee / account holder | $5,004 | $6,948-28.0% | $5,428-7.8% | $11,429-56.2% |