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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 | $43,136 | $133,998-67.8% | $112,263-61.6% | $134,545-67.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.19% | 47.17%-66.4pp | 27.49%-46.7pp | 418.37%-437.6pp |
| Employer contribution / active EE | $1,716 | $4,040-57.5% | $3,636-52.8% | $4,742-63.8% |
| Participant deferral / active EE | $7,171 | $5,292+35.5% | $4,729+51.6% | $6,401+12.0% |
| Admin fee / account holder | $358 | $7,493-95.2% | $6,410-94.4% | $11,431-96.9% |