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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 | $91,666 | $152,591-39.9% | $117,529-22.0% | $134,545-31.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.83% | 53.04%-66.9pp | 29.77%-43.6pp | 418.37%-432.2pp |
| Employer contribution / active EE | $5,607 | $5,576+0.5% | $4,179+34.2% | $4,742+18.2% |
| Participant deferral / active EE | $2,882 | $4,821-40.2% | $4,072-29.2% | $6,401-55.0% |
| Admin fee / account holder | $18,675 | $7,004+166.6% | $5,645+230.8% | $11,431+63.4% |