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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 | $19,496 | $133,983-85.4% | $112,244-82.6% | $134,493-85.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.56% | 47.13%-59.7pp | 27.46%-40.0pp | 418.01%-430.6pp |
| Employer contribution / active EE | $2,632 | $4,039-34.8% | $3,635-27.6% | $4,740-44.5% |
| Participant deferral / active EE | $6,675 | $5,291+26.2% | $4,728+41.2% | $6,400+4.3% |
| Admin fee / account holder | $873 | $7,490-88.3% | $6,411-86.4% | $11,425-92.4% |