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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 | $44,956 | $133,981-66.4% | $112,249-59.9% | $134,532-66.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.56% | 47.16%-64.7pp | 27.48%-45.0pp | 418.27%-435.8pp |
| Employer contribution / active EE | $11,712 | $4,040+189.9% | $3,636+222.1% | $4,741+147.0% |
| Participant deferral / active EE | $15,900 | $5,292+200.5% | $4,729+236.2% | $6,401+148.4% |
| Admin fee / account holder | $959 | $7,492-87.2% | $6,412-85.0% | $11,429-91.6% |