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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 | $44,515 | $133,981-66.8% | $112,249-60.3% | $134,532-66.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.23% | 47.16%-61.4pp | 27.48%-41.7pp | 418.27%-432.5pp |
| Employer contribution / active EE | $15,784 | $4,040+290.7% | $3,636+334.1% | $4,741+232.9% |
| Participant deferral / active EE | $6,531 | $5,292+23.4% | $4,729+38.1% | $6,401+2.0% |
| Admin fee / account holder | $3,191 | $7,492-57.4% | $6,412-50.2% | $11,429-72.1% |