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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 | $39,015 | $133,998-70.9% | $112,263-65.2% | $134,545-71.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.45% | 47.17%-66.6pp | 27.49%-46.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $4,106 | $4,040+1.6% | $3,636+12.9% | $4,742-13.4% |
| Participant deferral / active EE | $9,817 | $5,292+85.5% | $4,729+107.6% | $6,401+53.4% |
| Admin fee / account holder | $2,236 | $7,493-70.2% | $6,410-65.1% | $11,431-80.4% |