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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 | $25,652 | $133,981-80.9% | $112,249-77.1% | $134,532-80.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.34% | 47.16%-63.5pp | 27.48%-43.8pp | 418.27%-434.6pp |
| Employer contribution / active EE | $7,417 | $4,040+83.6% | $3,636+104.0% | $4,741+56.4% |
| Participant deferral / active EE | $7,054 | $5,292+33.3% | $4,729+49.2% | $6,401+10.2% |
| Admin fee / account holder | $337 | $7,492-95.5% | $6,412-94.7% | $11,429-97.0% |