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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 | $76,058 | $93,117-18.3% | $77,096-1.3% | $134,532-43.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.95% | 62.67%-76.6pp | 42.35%-56.3pp | 418.27%-432.2pp |
| Employer contribution / active EE | $19,529 | $3,420+470.9% | $2,814+593.9% | $4,741+311.9% |
| Participant deferral / active EE | $13,645 | $5,241+160.3% | $4,429+208.1% | $6,401+113.2% |
| Admin fee / account holder | $3,375 | $6,948-51.4% | $5,428-37.8% | $11,429-70.5% |