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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 | $46,523 | $152,542-69.5% | $117,498-60.4% | $134,509-65.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.50% | 53.02%-73.5pp | 29.75%-50.3pp | 418.13%-438.6pp |
| Employer contribution / active EE | $3,916 | $5,574-29.7% | $4,178-6.3% | $4,741-17.4% |
| Participant deferral / active EE | $3,584 | $4,819-25.6% | $4,071-12.0% | $6,400-44.0% |
| Admin fee / account holder | $441 | $7,006-93.7% | $5,646-92.2% | $11,427-96.1% |