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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 | $42,096 | $133,998-68.6% | $112,263-62.5% | $134,545-68.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.82% | 47.17%-59.0pp | 27.49%-39.3pp | 418.37%-430.2pp |
| Employer contribution / active EE | $1,198 | $4,040-70.3% | $3,636-67.1% | $4,742-74.7% |
| Participant deferral / active EE | $2,697 | $5,292-49.0% | $4,729-43.0% | $6,401-57.9% |
| Admin fee / account holder | $2,712 | $7,493-63.8% | $6,410-57.7% | $11,431-76.3% |