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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 | $74,628 | $105,866-29.5% | $90,766-17.8% | $134,545-44.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.29% | -10.99%-6.3pp | -12.16%-5.1pp | 418.37%-435.7pp |
| Employer contribution / active EE | $11,080 | $3,464+219.9% | $2,922+279.2% | $4,742+133.7% |
| Participant deferral / active EE | $11,220 | $5,217+115.1% | $4,565+145.8% | $6,401+75.3% |
| Admin fee / account holder | $16,306 | $13,938+17.0% | $8,446+93.1% | $11,431+42.7% |