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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 | $75,440 | $100,805-25.2% | $86,698-13.0% | $134,532-43.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.37% | 29.09%-48.5pp | 35.95%-55.3pp | 418.27%-437.6pp |
| Employer contribution / active EE | $11,170 | $3,490+220.0% | $2,837+293.7% | $4,741+135.6% |
| Participant deferral / active EE | $8,688 | $5,339+62.7% | $4,656+86.6% | $6,401+35.7% |
| Admin fee / account holder | $1,204 | $10,925-89.0% | $7,493-83.9% | $11,429-89.5% |