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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 | $38,352 | $133,981-71.4% | $112,249-65.8% | $134,532-71.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.20% | 47.16%-64.4pp | 27.48%-44.7pp | 418.27%-435.5pp |
| Employer contribution / active EE | $7,920 | $4,040+96.1% | $3,636+117.8% | $4,741+67.1% |
| Participant deferral / active EE | $5,070 | $5,292-4.2% | $4,729+7.2% | $6,401-20.8% |
| Admin fee / account holder | $2,615 | $7,492-65.1% | $6,412-59.2% | $11,429-77.1% |