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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 | $22,395 | $129,959-82.8% | $104,301-78.5% | $134,509-83.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.32% | 42.04%-55.4pp | 24.61%-37.9pp | 418.13%-431.5pp |
| Employer contribution / active EE | $5,204 | $4,185+24.3% | $3,373+54.3% | $4,741+9.8% |
| Participant deferral / active EE | $4,917 | $5,589-12.0% | $4,626+6.3% | $6,400-23.2% |
| Admin fee / account holder | $3,256 | $9,325-65.1% | $7,340-55.6% | $11,427-71.5% |