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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 | $35,411 | $133,981-73.6% | $112,249-68.5% | $134,532-73.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.43% | 47.16%-59.6pp | 27.48%-39.9pp | 418.27%-430.7pp |
| Employer contribution / active EE | $6,231 | $4,040+54.2% | $3,636+71.4% | $4,741+31.4% |
| Participant deferral / active EE | $5,246 | $5,292-0.9% | $4,729+10.9% | $6,401-18.1% |
| Admin fee / account holder | $488 | $7,492-93.5% | $6,412-92.4% | $11,429-95.7% |