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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 | $46,727 | $152,591-69.4% | $117,529-60.2% | $134,545-65.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.94% | 53.04%-68.0pp | 29.77%-44.7pp | 418.37%-433.3pp |
| Employer contribution / active EE | $5,876 | $5,576+5.4% | $4,179+40.6% | $4,742+23.9% |
| Participant deferral / active EE | $8,892 | $4,821+84.4% | $4,072+118.3% | $6,401+38.9% |
| Admin fee / account holder | $306 | $7,004-95.6% | $5,645-94.6% | $11,431-97.3% |