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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 | $86,642 | $100,792-14.0% | $86,691-0.1% | $134,509-35.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.85% | 29.08%-40.9pp | 35.94%-47.8pp | 418.13%-430.0pp |
| Employer contribution / active EE | $4,762 | $3,491+36.4% | $2,837+67.9% | $4,741+0.5% |
| Participant deferral / active EE | $6,987 | $5,339+30.9% | $4,656+50.1% | $6,400+9.2% |
| Admin fee / account holder | $770 | $10,924-93.0% | $7,492-89.7% | $11,427-93.3% |