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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 | $44,104 | $133,981-67.1% | $112,249-60.7% | $134,532-67.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.13% | 47.16%-64.3pp | 27.48%-44.6pp | 418.27%-435.4pp |
| Employer contribution / active EE | $4,225 | $4,040+4.6% | $3,636+16.2% | $4,741-10.9% |
| Participant deferral / active EE | $7,615 | $5,292+43.9% | $4,729+61.0% | $6,401+19.0% |
| Admin fee / account holder | $602 | $7,492-92.0% | $6,412-90.6% | $11,429-94.7% |