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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 | $77,714 | $100,811-22.9% | $86,698-10.4% | $134,545-42.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.06% | 29.11%-41.2pp | 35.96%-48.0pp | 418.37%-430.4pp |
| Employer contribution / active EE | $8,614 | $3,490+146.8% | $2,837+203.6% | $4,742+81.7% |
| Participant deferral / active EE | $4,336 | $5,339-18.8% | $4,656-6.9% | $6,401-32.3% |
| Admin fee / account holder | $795 | $10,926-92.7% | $7,492-89.4% | $11,431-93.0% |