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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 | $39,935 | $134,001-70.2% | $112,258-64.4% | $134,509-70.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.77% | 47.15%-66.9pp | 27.47%-47.2pp | 418.13%-437.9pp |
| Employer contribution / active EE | $2,783 | $4,039-31.1% | $3,636-23.4% | $4,741-41.3% |
| Participant deferral / active EE | $2,720 | $5,291-48.6% | $4,728-42.5% | $6,400-57.5% |
| Admin fee / account holder | $8,959 | $7,491+19.6% | $6,411+39.7% | $11,427-21.6% |