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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 | $26,165 | $133,998-80.5% | $112,263-76.7% | $134,545-80.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.45% | 47.17%-66.6pp | 27.49%-46.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $5,495 | $4,040+36.0% | $3,636+51.1% | $4,742+15.9% |
| Participant deferral / active EE | $3,933 | $5,292-25.7% | $4,729-16.8% | $6,401-38.6% |
| Admin fee / account holder | $2,227 | $7,493-70.3% | $6,410-65.3% | $11,431-80.5% |