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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 | $72,345 | $129,960-44.3% | $104,299-30.6% | $134,545-46.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.35% | 42.06%-60.4pp | 24.62%-43.0pp | 418.37%-436.7pp |
| Employer contribution / active EE | $14,225 | $4,186+239.8% | $3,373+321.7% | $4,742+200.0% |
| Participant deferral / active EE | $7,094 | $5,589+26.9% | $4,626+53.4% | $6,401+10.8% |
| Admin fee / account holder | $1,668 | $9,324-82.1% | $7,339-77.3% | $11,431-85.4% |