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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 | $44,456 | $134,001-66.8% | $112,258-60.4% | $134,509-66.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.91% | 47.15%-66.1pp | 27.47%-46.4pp | 418.13%-437.0pp |
| Employer contribution / active EE | $4,439 | $4,039+9.9% | $3,636+22.1% | $4,741-6.4% |
| Participant deferral / active EE | $4,940 | $5,291-6.6% | $4,728+4.5% | $6,400-22.8% |
| Admin fee / account holder | $935 | $7,491-87.5% | $6,411-85.4% | $11,427-91.8% |