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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 | $24,529 | $133,998-81.7% | $112,263-78.2% | $134,545-81.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.40% | 47.17%-67.6pp | 27.49%-47.9pp | 418.37%-438.8pp |
| Employer contribution / active EE | $2,505 | $4,040-38.0% | $3,636-31.1% | $4,742-47.2% |
| Participant deferral / active EE | $7,851 | $5,292+48.3% | $4,729+66.0% | $6,401+22.6% |
| Admin fee / account holder | $5,260 | $7,493-29.8% | $6,410-17.9% | $11,431-54.0% |