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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 | $119,284 | $129,959-8.2% | $104,301+14.4% | $134,509-11.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.59% | 42.04%-59.6pp | 24.61%-42.2pp | 418.13%-435.7pp |
| Employer contribution / active EE | $2,874 | $4,185-31.3% | $3,373-14.8% | $4,741-39.4% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,630 | $9,325-82.5% | $7,340-77.8% | $11,427-85.7% |