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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 | $62,165 | $135,645-54.2% | $110,243-43.6% | $135,380-54.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.36% | 513.24%-517.6pp | 314.76%-319.1pp | 519.81%-524.2pp |
| Employer contribution / active EE | $6,971 | $4,907+42.1% | $3,827+82.2% | $4,779+45.9% |
| Participant deferral / active EE | $3,541 | $5,507-35.7% | $4,672-24.2% | $5,609-36.9% |
| Admin fee / account holder | $3,460 | $11,458-69.8% | $8,548-59.5% | $10,828-68.0% |