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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 | $79,414 | $133,998-40.7% | $112,263-29.3% | $134,545-41.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.10% | 47.17%-67.3pp | 27.49%-47.6pp | 418.37%-438.5pp |
| Employer contribution / active EE | $2,649 | $4,040-34.4% | $3,636-27.2% | $4,742-44.1% |
| Participant deferral / active EE | $5,785 | $5,292+9.3% | $4,729+22.3% | $6,401-9.6% |
| Admin fee / account holder | $11,973 | $7,493+59.8% | $6,410+86.8% | $11,431+4.7% |