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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 | $39,533 | $129,960-69.6% | $104,299-62.1% | $134,545-70.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.56% | 42.06%-60.6pp | 24.62%-43.2pp | 418.37%-436.9pp |
| Employer contribution / active EE | $3,986 | $4,186-4.8% | $3,373+18.2% | $4,742-15.9% |
| Participant deferral / active EE | $11,265 | $5,589+101.5% | $4,626+143.5% | $6,401+76.0% |
| Admin fee / account holder | $1,255 | $9,324-86.5% | $7,339-82.9% | $11,431-89.0% |