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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 | $105,955 | $152,591-30.6% | $117,529-9.8% | $134,545-21.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.65% | 53.04%-72.7pp | 29.77%-49.4pp | 418.37%-438.0pp |
| Employer contribution / active EE | $1,661 | $5,576-70.2% | $4,179-60.2% | $4,742-65.0% |
| Participant deferral / active EE | $8,332 | $4,821+72.8% | $4,072+104.6% | $6,401+30.2% |
| Admin fee / account holder | $1,328 | $7,004-81.0% | $5,645-76.5% | $11,431-88.4% |