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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 | $67,352-45.3% | $60,899-39.5% | $134,509-72.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.98% | 49.99%-69.0pp | 16.92%-35.9pp | 418.13%-437.1pp |
| Employer contribution / active EE | $2,944 | $3,098-5.0% | $2,702+8.9% | $4,741-37.9% |
| Participant deferral / active EE | $7,330 | $4,539+61.5% | $3,817+92.0% | $6,400+14.5% |
| Admin fee / account holder | $474 | $4,585-89.7% | $3,225-85.3% | $11,427-95.9% |