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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 | $34,412 | $134,001-74.3% | $112,258-69.3% | $134,509-74.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.89% | 47.15%-62.0pp | 27.47%-42.4pp | 418.13%-433.0pp |
| Employer contribution / active EE | $4,762 | $4,039+17.9% | $3,636+31.0% | $4,741+0.5% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,420 | $7,491-81.0% | $6,411-77.9% | $11,427-87.6% |