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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 | $41,829 | $134,001-68.8% | $112,258-62.7% | $134,509-68.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.11% | 47.15%-59.3pp | 27.47%-39.6pp | 418.13%-430.2pp |
| Employer contribution / active EE | $9,866 | $4,039+144.3% | $3,636+171.4% | $4,741+108.1% |
| Participant deferral / active EE | $9,483 | $5,291+79.2% | $4,728+100.5% | $6,400+48.2% |
| Admin fee / account holder | $471 | $7,491-93.7% | $6,411-92.7% | $11,427-95.9% |