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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 | $105,410 | $100,805+4.6% | $86,698+21.6% | $134,532-21.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.56% | 29.09%-46.6pp | 35.95%-53.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $3,333 | $3,490-4.5% | $2,837+17.5% | $4,741-29.7% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,435 | $10,925-59.4% | $7,493-40.8% | $11,429-61.2% |