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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 | $16,380 | $134,001-87.8% | $112,258-85.4% | $134,509-87.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.24% | 47.15%-62.4pp | 27.47%-42.7pp | 418.13%-433.4pp |
| Employer contribution / active EE | $867 | $4,039-78.5% | $3,636-76.2% | $4,741-81.7% |
| Participant deferral / active EE | $3,048 | $5,291-42.4% | $4,728-35.6% | $6,400-52.4% |
| Admin fee / account holder | $3,484 | $7,491-53.5% | $6,411-45.7% | $11,427-69.5% |