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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 | $42,171 | $133,998-68.5% | $112,263-62.4% | $134,545-68.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.79% | 47.17%-66.0pp | 27.49%-46.3pp | 418.37%-437.2pp |
| Employer contribution / active EE | $3,217 | $4,040-20.4% | $3,636-11.5% | $4,742-32.2% |
| Participant deferral / active EE | $7,733 | $5,292+46.1% | $4,729+63.5% | $6,401+20.8% |
| Admin fee / account holder | $6,658 | $7,493-11.1% | $6,410+3.9% | $11,431-41.8% |