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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 | $39,322 | $133,981-70.7% | $112,249-65.0% | $134,532-70.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.23% | 47.16%-62.4pp | 27.48%-42.7pp | 418.27%-433.5pp |
| Employer contribution / active EE | $5,968 | $4,040+47.7% | $3,636+64.1% | $4,741+25.9% |
| Participant deferral / active EE | $4,809 | $5,292-9.1% | $4,729+1.7% | $6,401-24.9% |
| Admin fee / account holder | $602 | $7,492-92.0% | $6,412-90.6% | $11,429-94.7% |