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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 | $68,624 | $133,981-48.8% | $112,249-38.9% | $134,532-49.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.74% | 47.16%-65.9pp | 27.48%-46.2pp | 418.27%-437.0pp |
| Employer contribution / active EE | $3,227 | $4,040-20.1% | $3,636-11.2% | $4,741-31.9% |
| Participant deferral / active EE | $17,235 | $5,292+225.7% | $4,729+264.5% | $6,401+169.3% |
| Admin fee / account holder | $951 | $7,492-87.3% | $6,412-85.2% | $11,429-91.7% |