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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 | $149,495 | $93,124+60.5% | $77,100+93.9% | $134,545+11.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.77% | 62.68%-79.5pp | 42.35%-59.1pp | 418.37%-435.1pp |
| Employer contribution / active EE | $1,332 | $3,421-61.1% | $2,815-52.7% | $4,742-71.9% |
| Participant deferral / active EE | $7,752 | $5,242+47.9% | $4,430+75.0% | $6,401+21.1% |
| Admin fee / account holder | $4,661 | $6,970-33.1% | $5,443-14.4% | $11,431-59.2% |