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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 | $86,373 | $93,124-7.2% | $77,100+12.0% | $134,545-35.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.09% | 62.68%-81.8pp | 42.35%-61.4pp | 418.37%-437.5pp |
| Employer contribution / active EE | $18,828 | $3,421+450.3% | $2,815+568.9% | $4,742+297.1% |
| Participant deferral / active EE | $15,451 | $5,242+194.7% | $4,430+248.8% | $6,401+141.4% |
| Admin fee / account holder | $927 | $6,970-86.7% | $5,443-83.0% | $11,431-91.9% |