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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 | $43,240 | $129,959-66.7% | $104,301-58.5% | $134,532-67.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.54% | 42.04%-61.6pp | 24.61%-44.2pp | 418.27%-437.8pp |
| Employer contribution / active EE | $7,253 | $4,185+73.3% | $3,373+115.0% | $4,741+53.0% |
| Participant deferral / active EE | $7,857 | $5,589+40.6% | $4,626+69.8% | $6,401+22.7% |
| Admin fee / account holder | $3,154 | $9,325-66.2% | $7,340-57.0% | $11,429-72.4% |