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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 | $32,648 | $133,981-75.6% | $112,249-70.9% | $134,532-75.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.45% | 47.16%-57.6pp | 27.48%-37.9pp | 418.27%-428.7pp |
| Employer contribution / active EE | $3,048 | $4,040-24.6% | $3,636-16.2% | $4,741-35.7% |
| Participant deferral / active EE | $2,457 | $5,292-53.6% | $4,729-48.0% | $6,401-61.6% |
| Admin fee / account holder | $6,764 | $7,492-9.7% | $6,412+5.5% | $11,429-40.8% |