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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 | $60,608 | $133,998-54.8% | $112,263-46.0% | $134,545-55.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.82% | 47.17%-65.0pp | 27.49%-45.3pp | 418.37%-436.2pp |
| Employer contribution / active EE | $6,691 | $4,040+65.6% | $3,636+84.0% | $4,742+41.1% |
| Participant deferral / active EE | $8,435 | $5,292+59.4% | $4,729+78.3% | $6,401+31.8% |
| Admin fee / account holder | $471 | $7,493-93.7% | $6,410-92.6% | $11,431-95.9% |