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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 | $47,031 | $133,998-64.9% | $112,263-58.1% | $134,545-65.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.87% | 47.17%-64.0pp | 27.49%-44.4pp | 418.37%-435.2pp |
| Employer contribution / active EE | $5,319 | $4,040+31.6% | $3,636+46.3% | $4,742+12.2% |
| Participant deferral / active EE | $3,855 | $5,292-27.2% | $4,729-18.5% | $6,401-39.8% |
| Admin fee / account holder | $1,555 | $7,493-79.3% | $6,410-75.7% | $11,431-86.4% |