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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 | $25,746 | $67,396-61.8% | $60,919-57.7% | $134,545-80.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.91% | 50.12%-69.0pp | 16.96%-35.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $3,378 | $3,101+8.9% | $2,704+24.9% | $4,742-28.8% |
| Participant deferral / active EE | $5,083 | $4,534+12.1% | $3,814+33.3% | $6,401-20.6% |
| Admin fee / account holder | $338 | $4,590-92.6% | $3,228-89.5% | $11,431-97.0% |