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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 | $36,393 | $134,001-72.8% | $112,258-67.6% | $134,509-72.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.70% | 47.15%-65.8pp | 27.47%-46.2pp | 418.13%-436.8pp |
| Employer contribution / active EE | $2,031 | $4,039-49.7% | $3,636-44.1% | $4,741-57.2% |
| Participant deferral / active EE | $4,025 | $5,291-23.9% | $4,728-14.9% | $6,400-37.1% |
| Admin fee / account holder | $678 | $7,491-90.9% | $6,411-89.4% | $11,427-94.1% |