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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 | $51,888 | $133,998-61.3% | $112,263-53.8% | $134,545-61.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.20% | 47.17%-65.4pp | 27.49%-45.7pp | 418.37%-436.6pp |
| Employer contribution / active EE | $14,721 | $4,040+264.4% | $3,636+304.9% | $4,742+210.5% |
| Participant deferral / active EE | $2,891 | $5,292-45.4% | $4,729-38.9% | $6,401-54.8% |
| Admin fee / account holder | $370 | $7,493-95.1% | $6,410-94.2% | $11,431-96.8% |