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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 | $23,884 | $134,001-82.2% | $112,258-78.7% | $134,509-82.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.92% | 47.15%-67.1pp | 27.47%-47.4pp | 418.13%-438.1pp |
| Employer contribution / active EE | $2,942 | $4,039-27.2% | $3,636-19.1% | $4,741-37.9% |
| Participant deferral / active EE | $5,403 | $5,291+2.1% | $4,728+14.3% | $6,400-15.6% |
| Admin fee / account holder | $302 | $7,491-96.0% | $6,411-95.3% | $11,427-97.4% |