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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 | $60,752 | $133,981-54.7% | $112,249-45.9% | $134,532-54.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.34% | 47.16%-64.5pp | 27.48%-44.8pp | 418.27%-435.6pp |
| Employer contribution / active EE | $3,096 | $4,040-23.4% | $3,636-14.9% | $4,741-34.7% |
| Participant deferral / active EE | $14,996 | $5,292+183.4% | $4,729+217.1% | $6,401+134.3% |
| Admin fee / account holder | $337 | $7,492-95.5% | $6,412-94.7% | $11,429-97.1% |