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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 | $40,854 | $134,001-69.5% | $112,258-63.6% | $134,509-69.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.26% | 47.15%-61.4pp | 27.47%-41.7pp | 418.13%-432.4pp |
| Employer contribution / active EE | $2,958 | $4,039-26.8% | $3,636-18.6% | $4,741-37.6% |
| Participant deferral / active EE | $7,729 | $5,291+46.1% | $4,728+63.4% | $6,400+20.8% |
| Admin fee / account holder | $2,494 | $7,491-66.7% | $6,411-61.1% | $11,427-78.2% |