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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 | $109,071 | $133,998-18.6% | $112,263-2.8% | $134,545-18.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.90% | 47.17%-63.1pp | 27.49%-43.4pp | 418.37%-434.3pp |
| Employer contribution / active EE | $4,937 | $4,040+22.2% | $3,636+35.8% | $4,742+4.1% |
| Participant deferral / active EE | $8,106 | $5,292+53.2% | $4,729+71.4% | $6,401+26.6% |
| Admin fee / account holder | $1,570 | $7,493-79.0% | $6,410-75.5% | $11,431-86.3% |