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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 | $83,292 | $133,998-37.8% | $112,263-25.8% | $134,545-38.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.97% | 47.17%-62.1pp | 27.49%-42.5pp | 418.37%-433.3pp |
| Employer contribution / active EE | $6,427 | $4,040+59.1% | $3,636+76.7% | $4,742+35.5% |
| Participant deferral / active EE | $2,854 | $5,292-46.1% | $4,729-39.7% | $6,401-55.4% |
| Admin fee / account holder | $482 | $7,493-93.6% | $6,410-92.5% | $11,431-95.8% |