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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 | $30,186 | $133,981-77.5% | $112,249-73.1% | $134,532-77.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -0.19% | 47.16%-47.4pp | 27.48%-27.7pp | 418.27%-418.5pp |
| Employer contribution / active EE | $31,629 | $4,040+682.9% | $3,636+769.9% | $4,741+567.1% |
| Participant deferral / active EE | $5,122 | $5,292-3.2% | $4,729+8.3% | $6,401-20.0% |
| Admin fee / account holder | $858 | $7,492-88.5% | $6,412-86.6% | $11,429-92.5% |