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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 | $45,714 | $134,001-65.9% | $112,258-59.3% | $134,509-66.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.99% | 47.15%-66.1pp | 27.47%-46.5pp | 418.13%-437.1pp |
| Employer contribution / active EE | $7,767 | $4,039+92.3% | $3,636+113.6% | $4,741+63.8% |
| Participant deferral / active EE | $8,553 | $5,291+61.6% | $4,728+80.9% | $6,400+33.6% |
| Admin fee / account holder | $2,498 | $7,491-66.7% | $6,411-61.0% | $11,427-78.1% |