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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 | $48,037 | $92,743-48.2% | $82,744-41.9% | $134,532-64.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.96% | 946.63%-964.6pp | 702.22%-720.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $3,412 | $3,273+4.3% | $3,008+13.4% | $4,741-28.0% |
| Participant deferral / active EE | $975 | $4,802-79.7% | $4,395-77.8% | $6,401-84.8% |
| Admin fee / account holder | $850 | $5,977-85.8% | $5,325-84.0% | $11,429-92.6% |