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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 | $73,934 | $134,001-44.8% | $112,258-34.1% | $134,509-45.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.11% | 47.15%-66.3pp | 27.47%-46.6pp | 418.13%-437.2pp |
| Employer contribution / active EE | $3,379 | $4,039-16.3% | $3,636-7.1% | $4,741-28.7% |
| Participant deferral / active EE | $7,938 | $5,291+50.0% | $4,728+67.9% | $6,400+24.0% |
| Admin fee / account holder | $352 | $7,491-95.3% | $6,411-94.5% | $11,427-96.9% |