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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 | $55,952 | $133,981-58.2% | $112,249-50.2% | $134,532-58.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -5.77% | 47.16%-52.9pp | 27.48%-33.3pp | 418.27%-424.0pp |
| Employer contribution / active EE | $11,687 | $4,040+189.3% | $3,636+221.4% | $4,741+146.5% |
| Participant deferral / active EE | $6,893 | $5,292+30.2% | $4,729+45.7% | $6,401+7.7% |
| Admin fee / account holder | $1,864 | $7,492-75.1% | $6,412-70.9% | $11,429-83.7% |