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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 | $62,912 | $152,542-58.8% | $117,498-46.5% | $134,509-53.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.29% | 53.02%-72.3pp | 29.75%-49.0pp | 418.13%-437.4pp |
| Employer contribution / active EE | $5,978 | $5,574+7.3% | $4,178+43.1% | $4,741+26.1% |
| Participant deferral / active EE | $16,485 | $4,819+242.1% | $4,071+304.9% | $6,400+157.6% |
| Admin fee / account holder | $419 | $7,006-94.0% | $5,646-92.6% | $11,427-96.3% |