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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 | $25,645 | $134,001-80.9% | $112,258-77.2% | $134,509-80.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.55% | 47.15%-64.7pp | 27.47%-45.0pp | 418.13%-435.7pp |
| Employer contribution / active EE | $3,115 | $4,039-22.9% | $3,636-14.3% | $4,741-34.3% |
| Participant deferral / active EE | $10,470 | $5,291+97.9% | $4,728+121.4% | $6,400+63.6% |
| Admin fee / account holder | $6,201 | $7,491-17.2% | $6,411-3.3% | $11,427-45.7% |