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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 | $21,064 | $134,001-84.3% | $112,258-81.2% | $134,509-84.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.86% | 47.15%-64.0pp | 27.47%-44.3pp | 418.13%-435.0pp |
| Employer contribution / active EE | $15,662 | $4,039+287.7% | $3,636+330.8% | $4,741+230.4% |
| Participant deferral / active EE | $7,314 | $5,291+38.2% | $4,728+54.7% | $6,400+14.3% |
| Admin fee / account holder | $1,158 | $7,491-84.5% | $6,411-81.9% | $11,427-89.9% |