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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 | $43,327 | $135,645-68.1% | $110,243-60.7% | $135,380-68.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.47% | 513.24%-521.7pp | 314.76%-323.2pp | 519.81%-528.3pp |
| Employer contribution / active EE | $2,195 | $4,907-55.3% | $3,827-42.6% | $4,779-54.1% |
| Participant deferral / active EE | $9,713 | $5,507+76.4% | $4,672+107.9% | $5,609+73.2% |
| Admin fee / account holder | $450 | $11,458-96.1% | $8,548-94.7% | $10,828-95.8% |