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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 | $49,085 | $147,727-66.8% | $115,756-57.6% | $134,545-63.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -16.87% | 73.96%-90.8pp | 143.14%-160.0pp | 418.37%-435.2pp |
| Employer contribution / active EE | $4,469 | $4,713-5.2% | $3,793+17.8% | $4,742-5.7% |
| Participant deferral / active EE | $2,670 | $7,563-64.7% | $6,254-57.3% | $6,401-58.3% |
| Admin fee / account holder | $948 | $14,571-93.5% | $8,124-88.3% | $11,431-91.7% |