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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 | $16,305 | $133,998-87.8% | $112,263-85.5% | $134,545-87.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.53% | 47.17%-58.7pp | 27.49%-39.0pp | 418.37%-429.9pp |
| Employer contribution / active EE | $3,771 | $4,040-6.7% | $3,636+3.7% | $4,742-20.5% |
| Participant deferral / active EE | $23,450 | $5,292+343.1% | $4,729+395.8% | $6,401+266.3% |
| Admin fee / account holder | $3,446 | $7,493-54.0% | $6,410-46.2% | $11,431-69.9% |