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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 | $79,739 | $134,001-40.5% | $112,258-29.0% | $134,509-40.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.44% | 47.15%-64.6pp | 27.47%-44.9pp | 418.13%-435.6pp |
| Employer contribution / active EE | $5,913 | $4,039+46.4% | $3,636+62.6% | $4,741+24.7% |
| Participant deferral / active EE | $5,353 | $5,291+1.2% | $4,728+13.2% | $6,400-16.4% |
| Admin fee / account holder | $1,009 | $7,491-86.5% | $6,411-84.3% | $11,427-91.2% |