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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 | $45,644 | $129,959-64.9% | $104,301-56.2% | $134,509-66.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.43% | 42.04%-58.5pp | 24.61%-41.0pp | 418.13%-434.6pp |
| Employer contribution / active EE | $2,227 | $4,185-46.8% | $3,373-34.0% | $4,741-53.0% |
| Participant deferral / active EE | $9,415 | $5,589+68.4% | $4,626+103.5% | $6,400+47.1% |
| Admin fee / account holder | $423 | $9,325-95.5% | $7,340-94.2% | $11,427-96.3% |