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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 | $49,709 | $133,981-62.9% | $112,249-55.7% | $134,532-63.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.53% | 47.16%-64.7pp | 27.48%-45.0pp | 418.27%-435.8pp |
| Employer contribution / active EE | $3,671 | $4,040-9.1% | $3,636+1.0% | $4,741-22.6% |
| Participant deferral / active EE | $8,134 | $5,292+53.7% | $4,729+72.0% | $6,401+27.1% |
| Admin fee / account holder | $1,888 | $7,492-74.8% | $6,412-70.6% | $11,429-83.5% |