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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 | $35,685 | $134,001-73.4% | $112,258-68.2% | $134,509-73.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.00% | 47.15%-60.2pp | 27.47%-40.5pp | 418.13%-431.1pp |
| Employer contribution / active EE | $1,767 | $4,039-56.3% | $3,636-51.4% | $4,741-62.7% |
| Participant deferral / active EE | $5,587 | $5,291+5.6% | $4,728+18.2% | $6,400-12.7% |
| Admin fee / account holder | $1,694 | $7,491-77.4% | $6,411-73.6% | $11,427-85.2% |