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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 | $15,103 | $134,001-88.7% | $112,258-86.5% | $134,509-88.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.19% | 47.15%-66.3pp | 27.47%-46.7pp | 418.13%-437.3pp |
| Employer contribution / active EE | $3,671 | $4,039-9.1% | $3,636+1.0% | $4,741-22.6% |
| Participant deferral / active EE | $2,462 | $5,291-53.5% | $4,728-47.9% | $6,400-61.5% |
| Admin fee / account holder | $1,025 | $7,491-86.3% | $6,411-84.0% | $11,427-91.0% |