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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 | $73,968 | $133,981-44.8% | $112,249-34.1% | $134,532-45.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.89% | 47.16%-62.1pp | 27.48%-42.4pp | 418.27%-433.2pp |
| Employer contribution / active EE | $4,303 | $4,040+6.5% | $3,636+18.3% | $4,741-9.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,939 | $7,492+6.0% | $6,412+23.8% | $11,429-30.5% |