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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 | $152,972 | $129,959+17.7% | $104,301+46.7% | $134,509+13.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.10% | 42.04%-61.1pp | 24.61%-43.7pp | 418.13%-437.2pp |
| Employer contribution / active EE | $3,684 | $4,185-12.0% | $3,373+9.2% | $4,741-22.3% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,567 | $9,325-83.2% | $7,340-78.7% | $11,427-86.3% |