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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 | $32,867 | $129,960-74.7% | $104,299-68.5% | $134,545-75.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.98% | 42.06%-57.0pp | 24.62%-39.6pp | 418.37%-433.4pp |
| Employer contribution / active EE | $12,094 | $4,186+188.9% | $3,373+258.5% | $4,742+155.1% |
| Participant deferral / active EE | $4,366 | $5,589-21.9% | $4,626-5.6% | $6,401-31.8% |
| Admin fee / account holder | $1,126 | $9,324-87.9% | $7,339-84.7% | $11,431-90.1% |