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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 | $33,695 | $135,645-75.2% | $110,243-69.4% | $135,380-75.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.92% | 513.24%-520.2pp | 314.76%-321.7pp | 519.81%-526.7pp |
| Employer contribution / active EE | $5,949 | $4,907+21.2% | $3,827+55.5% | $4,779+24.5% |
| Participant deferral / active EE | $3,063 | $5,507-44.4% | $4,672-34.5% | $5,609-45.4% |
| Admin fee / account holder | $789 | $11,458-93.1% | $8,548-90.8% | $10,828-92.7% |