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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 | $52,354 | $54,355-3.7% | $82,744-36.7% | $68,486-23.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.17% | -13.67%-3.5pp | 702.22%-719.4pp | -7.85%-9.3pp |
| Employer contribution / active EE | $8,587 | $2,219+287.1% | $3,008+185.5% | $2,597+230.7% |
| Participant deferral / active EE | $5,725 | $3,246+76.3% | $4,395+30.3% | $4,028+42.1% |
| Admin fee / account holder | $12,194 | $4,397+177.3% | $5,325+129.0% | $5,404+125.6% |