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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 | $34,482 | $133,981-74.3% | $112,249-69.3% | $134,532-74.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.53% | 47.16%-65.7pp | 27.48%-46.0pp | 418.27%-436.8pp |
| Employer contribution / active EE | $13,199 | $4,040+226.7% | $3,636+263.0% | $4,741+178.4% |
| Participant deferral / active EE | $2,918 | $5,292-44.9% | $4,729-38.3% | $6,401-54.4% |
| Admin fee / account holder | $11,843 | $7,492+58.1% | $6,412+84.7% | $11,429+3.6% |