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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 | $45,884 | $133,998-65.8% | $112,263-59.1% | $134,545-65.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.87% | 47.17%-64.0pp | 27.49%-44.4pp | 418.37%-435.2pp |
| Employer contribution / active EE | $4,510 | $4,040+11.6% | $3,636+24.0% | $4,742-4.9% |
| Participant deferral / active EE | $9,329 | $5,292+76.3% | $4,729+97.3% | $6,401+45.7% |
| Admin fee / account holder | $3,463 | $7,493-53.8% | $6,410-46.0% | $11,431-69.7% |