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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 | $44,134 | $133,981-67.1% | $112,249-60.7% | $134,532-67.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.97% | 47.16%-63.1pp | 27.48%-43.5pp | 418.27%-434.2pp |
| Employer contribution / active EE | $6,931 | $4,040+71.6% | $3,636+90.6% | $4,741+46.2% |
| Participant deferral / active EE | $7,244 | $5,292+36.9% | $4,729+53.2% | $6,401+13.2% |
| Admin fee / account holder | $464 | $7,492-93.8% | $6,412-92.8% | $11,429-95.9% |