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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 | $37,622 | $134,001-71.9% | $112,258-66.5% | $134,509-72.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.42% | 47.15%-65.6pp | 27.47%-45.9pp | 418.13%-436.6pp |
| Employer contribution / active EE | $3,363 | $4,039-16.7% | $3,636-7.5% | $4,741-29.1% |
| Participant deferral / active EE | $13,490 | $5,291+154.9% | $4,728+185.3% | $6,400+110.8% |
| Admin fee / account holder | $945 | $7,491-87.4% | $6,411-85.3% | $11,427-91.7% |