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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 | $54,901 | $133,998-59.0% | $112,263-51.1% | $134,545-59.2% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -14.95% | 47.17%-62.1pp | 27.49%-42.4pp | 418.37%-433.3pp |
| Employer contribution / active EE | $2,443 | $4,040-39.5% | $3,636-32.8% | $4,742-48.5% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $751 | $7,493-90.0% | $6,410-88.3% | $11,431-93.4% |