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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 | $36,273 | $133,998-72.9% | $112,263-67.7% | $134,545-73.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.13% | 47.17%-66.3pp | 27.49%-46.6pp | 418.37%-437.5pp |
| Employer contribution / active EE | $2,500 | $4,040-38.1% | $3,636-31.2% | $4,742-47.3% |
| Participant deferral / active EE | $6,884 | $5,292+30.1% | $4,729+45.6% | $6,401+7.5% |
| Admin fee / account holder | $349 | $7,493-95.3% | $6,410-94.5% | $11,431-96.9% |