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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 | $30,196 | $133,998-77.5% | $112,263-73.1% | $134,545-77.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.95% | 47.17%-67.1pp | 27.49%-47.4pp | 418.37%-438.3pp |
| Employer contribution / active EE | $3,496 | $4,040-13.5% | $3,636-3.9% | $4,742-26.3% |
| Participant deferral / active EE | $7,456 | $5,292+40.9% | $4,729+57.7% | $6,401+16.5% |
| Admin fee / account holder | $1,716 | $7,493-77.1% | $6,410-73.2% | $11,431-85.0% |