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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 | $36,814 | $67,372-45.4% | $60,906-39.6% | $134,532-72.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.98% | 50.05%-69.0pp | 16.94%-35.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $2,944 | $3,099-5.0% | $2,703+8.9% | $4,741-37.9% |
| Participant deferral / active EE | $7,330 | $4,532+61.7% | $3,814+92.2% | $6,401+14.5% |
| Admin fee / account holder | $474 | $4,588-89.7% | $3,227-85.3% | $11,429-95.9% |