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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 | $39,947 | $93,023-57.1% | $77,027-48.1% | $134,493-70.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.95% | 62.61%-80.6pp | 42.32%-60.3pp | 418.01%-436.0pp |
| Employer contribution / active EE | $3,466 | $3,418+1.4% | $2,813+23.2% | $4,740-26.9% |
| Participant deferral / active EE | $10,324 | $5,238+97.1% | $4,427+133.2% | $6,400+61.3% |
| Admin fee / account holder | $505 | $6,944-92.7% | $5,425-90.7% | $11,425-95.6% |